Sponsored

The Analysis of INTERACTIVE FINANCIAL ADVISORS, INC.'s Holdings & P&L

Currently, INTERACTIVE FINANCIAL ADVISORS, INC. holds 78 types of securities in its portfolio with a total value $152.9M. In the most recent quarter, they have increased their positions in VTI (+11.0K shares, valued at $428.3K), RAVI (+3.2K shares, valued at $244.2K), SO (+2.2K shares, valued at $213.1K); decreased their positions in VV (-1.3K shares, valued at $384.0K), N/A (-657 shares, valued at $379.2K), VIG (-673 shares, valued at $144.7K); initiated new positions in VTI (+11.0K shares, valued at $428.3K), SO (+2.2K shares, valued at $213.1K), DTE (+1.4K shares, valued at $202.7K).

1M P&L

+3.7M+2.43%

3M P&L

-1.1M-0.68%

HY P&L

+6.6M+4.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A138.7M

96.7%

2Utilities - Regulated Electric1.1M

0.8%

3Rental & Leasing Services768.3K

0.5%

Top Industries by Stock Count

1N/A62 stocks

83.8%

2Utilities - Regulated Electric4 stocks

5.4%

3Insurance - Property & Casualty1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR30.4K shares-0.26%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS169.9K shares0.31%2026-03-312026-04-28

AGG ISHARES TR103.9K shares-0.94%2026-03-312026-04-28

RAVI FLEXSHARES TR126.5K shares2.63%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR11.9K shares-5.24%2026-03-312026-04-28

TLT ISHARES TR78.5K shares-0.68%2026-03-312026-04-28

QUAL ISHARES TR34.8K shares1.43%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS26.3K shares-2.50%2026-03-312026-04-28

Sponsored

SLYV SPDR SERIES TRUST51.8K shares1.04%2026-03-312026-04-28

SLYG SPDR SERIES TRUST48.6K shares1.58%2026-03-312026-04-28

SPIB SPDR SERIES TRUST138.4K shares1.75%2026-03-312026-04-28

GOVT ISHARES TR174.0K shares1.68%2026-03-312026-04-28

VV VANGUARD INDEX FDS12.4K shares-9.40%2026-03-312026-04-28

IGM ISHARES TR29.6K shares1.41%2026-03-312026-04-28

BNDX VANGUARD CHARLOTTE FDS66.7K shares0.90%2026-03-312026-04-28

SPGM SPDR INDEX SHS FDS34.4K shares2.07%2026-03-312026-04-28

Sponsored

ITA ISHARES TR11.4K shares-3.14%2026-03-312026-04-28

ANGL VANECK ETF TRUST80.0K shares1.69%2026-03-312026-04-28

EFV ISHARES TR29.7K shares-3.31%2026-03-312026-04-28

IWN ISHARES TR10.7K shares-3.42%2026-03-312026-04-28

XLV SELECT SECTOR SPDR TR13.7K shares-1.83%2026-03-312026-04-28

VO VANGUARD INDEX FDS5.9K shares3.37%2026-03-312026-04-28

LQD ISHARES TR14.9K shares-2.94%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR18.0K shares3.98%2026-03-312026-04-28

Sponsored

XLU SELECT SECTOR SPDR TR34.1K shares-1.30%2026-03-312026-04-28

IGIB ISHARES TR24.2K shares-3.00%2026-03-312026-04-28

VFQY VANGUARD WELLINGTON FD8.3K shares7.93%2026-03-312026-04-28

XLP SELECT SECTOR SPDR TR13.2K shares-1.79%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR8.0K shares-7.39%2026-03-312026-04-28

IDHQ INVESCO EXCH TRADED FD TR II28.2K shares-0.92%2026-03-312026-04-28

RSPR INVESCO EXCHANGE TRADED FD T29.3K shares8.99%2026-03-312026-04-28

VPU VANGUARD WORLD FD4.6K shares7.20%2026-03-312026-04-28

Sponsored

XLE SELECT SECTOR SPDR TR14.7K shares-4.30%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS6.0K shares-2.61%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares4.34%2026-03-312026-04-28

GATX GATX CORP4.5K shares-0.11%2026-03-312026-04-28

TIP ISHARES TR6.9K shares4.76%2026-03-312026-04-28

VCIT VANGUARD SCOTTSDALE FDS8.6K shares3.44%2026-03-312026-04-28

USB US BANCORP13.5K shares0.00%2026-03-312026-04-28

JQUA J P MORGAN EXCHANGE TRADED F10.2K shares0.00%2026-03-312026-04-28

Sponsored

ARKK ARK ETF TR8.0K shares0.44%2026-03-312026-04-28

HBTA HORIZON FDS18.9K shares-0.79%2026-03-312026-04-28

ESG FLEXSHARES TR3.3K shares-6.11%2026-03-312026-04-28

XT ISHARES TR7.4K shares0.68%2026-03-312026-04-28

SCHH SCHWAB STRATEGIC TR23.2K shares-3.98%2026-03-312026-04-28

ALL ALLSTATE CORP2.4K shares0.00%2026-03-312026-04-28

DGRW WISDOMTREE TR5.5K shares-6.40%2026-03-312026-04-28

REZ ISHARES TR5.8K shares-3.50%2026-03-312026-04-28

Sponsored

SMH VANECK ETF TRUST1.2K shares-12.06%2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC3.5K shares0.00%2026-03-312026-04-28

SLV ISHARES SILVER TR6.7K shares2.51%2026-03-312026-04-28

IGE ISHARES TR6.9K shares-4.59%2026-03-312026-04-28

VTI VANGUARD INDEX FDS11.0K sharesnew addition2026-03-312026-04-28

SPHD INVESCO EXCH TRADED FD TR II8.4K shares-4.71%2026-03-312026-04-28

FIW FIRST TR EXCHANGE-TRADED FD3.9K shares-10.73%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T585 shares-6.25%2026-03-312026-04-28

Sponsored

TDTT FLEXSHARES TR15.3K shares-2.06%2026-03-312026-04-28

JPUS J P MORGAN EXCHANGE TRADED F2.7K shares-4.23%2026-03-312026-04-28

EFA ISHARES TR3.6K shares-4.81%2026-03-312026-04-28

MUB ISHARES TR3.3K shares-2.09%2026-03-312026-04-28

AAPL APPLE INC1.3K shares27.31%2026-03-312026-04-28

MS MORGAN STANLEY2.0K shares0.10%2026-03-312026-04-28

JPSE J P MORGAN EXCHANGE TRADED F6.3K shares0.24%2026-03-312026-04-28

AMZN AMAZON COM INC1.6K shares4.45%2026-03-312026-04-28

Sponsored

CVX CHEVRON CORPORATION1.6K shares5.89%2026-03-312026-04-28

DHS WISDOMTREE TR2.8K shares-5.33%2026-03-312026-04-28

GLD SPDR GOLD TR698 shares-3.99%2026-03-312026-04-28

AGZD WISDOMTREE TR13.0K shares-4.81%2026-03-312026-04-28

ALPHABET INC ALPHABET INC1.0K shares0.30%2026-03-312026-04-28

IVE ISHARES TR1.4K shares-5.17%2026-03-312026-04-28

IWM ISHARES TR1.1K shares-5.43%2026-03-312026-04-28

NEE NEXTERA ENERGY INC2.8K shares5.71%2026-03-312026-04-28

Sponsored

MSFT MICROSOFT CORP674 shares27.41%2026-03-312026-04-28

ACWX ISHARES TR3.4K shares-2.76%2026-03-312026-04-28

SO SOUTHERN CO2.2K sharesnew addition2026-03-312026-04-28

SHY ISHARES TR2.5K shares-0.76%2026-03-312026-04-28

PFF ISHARES TR6.7K shares-3.48%2026-03-312026-04-28

DTE DTE ENERGY CO1.4K sharesnew addition2026-03-312026-04-28

IVV

ISHARES TR

-0.26%

Shares30.4K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

0.31%

Shares169.9K

Event2026-03-31

Filed2026-04-28

AGG

ISHARES TR

-0.94%

Shares103.9K

Event2026-03-31

Filed2026-04-28

RAVI

FLEXSHARES TR

2.63%

Shares126.5K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-5.24%

Shares11.9K

Event2026-03-31

Filed2026-04-28

TLT

ISHARES TR

-0.68%

Shares78.5K

Event2026-03-31

Filed2026-04-28

QUAL

ISHARES TR

1.43%

Shares34.8K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

-2.50%

Shares26.3K

Event2026-03-31

Filed2026-04-28

SLYV

SPDR SERIES TRUST

1.04%

Shares51.8K

Event2026-03-31

Filed2026-04-28

SLYG

SPDR SERIES TRUST

1.58%

Shares48.6K

Event2026-03-31

Filed2026-04-28

SPIB

SPDR SERIES TRUST

1.75%

Shares138.4K

Event2026-03-31

Filed2026-04-28

GOVT

ISHARES TR

1.68%

Shares174.0K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-9.40%

Shares12.4K

Event2026-03-31

Filed2026-04-28

IGM

ISHARES TR

1.41%

Shares29.6K

Event2026-03-31

Filed2026-04-28

BNDX

VANGUARD CHARLOTTE FDS

0.90%

Shares66.7K

Event2026-03-31

Filed2026-04-28

SPGM

SPDR INDEX SHS FDS

2.07%

Shares34.4K

Event2026-03-31

Filed2026-04-28

ITA

ISHARES TR

-3.14%

Shares11.4K

Event2026-03-31

Filed2026-04-28

ANGL

VANECK ETF TRUST

1.69%

Shares80.0K

Event2026-03-31

Filed2026-04-28

EFV

ISHARES TR

-3.31%

Shares29.7K

Event2026-03-31

Filed2026-04-28

IWN

ISHARES TR

-3.42%

Shares10.7K

Event2026-03-31

Filed2026-04-28

XLV

SELECT SECTOR SPDR TR

-1.83%

Shares13.7K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

3.37%

Shares5.9K

Event2026-03-31

Filed2026-04-28

LQD

ISHARES TR

-2.94%

Shares14.9K

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR

3.98%

Shares18.0K

Event2026-03-31

Filed2026-04-28

XLU

SELECT SECTOR SPDR TR

-1.30%

Shares34.1K

Event2026-03-31

Filed2026-04-28

IGIB

ISHARES TR

-3.00%

Shares24.2K

Event2026-03-31

Filed2026-04-28

VFQY

VANGUARD WELLINGTON FD

7.93%

Shares8.3K

Event2026-03-31

Filed2026-04-28

XLP

SELECT SECTOR SPDR TR

-1.79%

Shares13.2K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

-7.39%

Shares8.0K

Event2026-03-31

Filed2026-04-28

IDHQ

INVESCO EXCH TRADED FD TR II

-0.92%

Shares28.2K

Event2026-03-31

Filed2026-04-28

RSPR

INVESCO EXCHANGE TRADED FD T

8.99%

Shares29.3K

Event2026-03-31

Filed2026-04-28

VPU

VANGUARD WORLD FD

7.20%

Shares4.6K

Event2026-03-31

Filed2026-04-28

XLE

SELECT SECTOR SPDR TR

-4.30%

Shares14.7K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

-2.61%

Shares6.0K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

4.34%

Shares1.3K

Event2026-03-31

Filed2026-04-28

GATX

GATX CORP

-0.11%

Shares4.5K

Event2026-03-31

Filed2026-04-28

TIP

ISHARES TR

4.76%

Shares6.9K

Event2026-03-31

Filed2026-04-28

VCIT

VANGUARD SCOTTSDALE FDS

3.44%

Shares8.6K

Event2026-03-31

Filed2026-04-28

USB

US BANCORP

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-28

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-28

ARKK

ARK ETF TR

0.44%

Shares8.0K

Event2026-03-31

Filed2026-04-28

HBTA

HORIZON FDS

-0.79%

Shares18.9K

Event2026-03-31

Filed2026-04-28

ESG

FLEXSHARES TR

-6.11%

Shares3.3K

Event2026-03-31

Filed2026-04-28

ISHARES TR

0.68%

Shares7.4K

Event2026-03-31

Filed2026-04-28

SCHH

SCHWAB STRATEGIC TR

-3.98%

Shares23.2K

Event2026-03-31

Filed2026-04-28

ALL

ALLSTATE CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-28

DGRW

WISDOMTREE TR

-6.40%

Shares5.5K

Event2026-03-31

Filed2026-04-28

REZ

ISHARES TR

-3.50%

Shares5.8K

Event2026-03-31

Filed2026-04-28

SMH

VANECK ETF TRUST

-12.06%

Shares1.2K

Event2026-03-31

Filed2026-04-28

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-28

SLV

ISHARES SILVER TR

2.51%

Shares6.7K

Event2026-03-31

Filed2026-04-28

IGE

ISHARES TR

-4.59%

Shares6.9K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

New

Shares11.0K

Event2026-03-31

Filed2026-04-28

SPHD

INVESCO EXCH TRADED FD TR II

-4.71%

Shares8.4K

Event2026-03-31

Filed2026-04-28

FIW

FIRST TR EXCHANGE-TRADED FD

-10.73%

Shares3.9K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-6.25%

Shares585

Event2026-03-31

Filed2026-04-28

TDTT

FLEXSHARES TR

-2.06%

Shares15.3K

Event2026-03-31

Filed2026-04-28

JPUS

J P MORGAN EXCHANGE TRADED F

-4.23%

Shares2.7K

Event2026-03-31

Filed2026-04-28

EFA

ISHARES TR

-4.81%

Shares3.6K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

-2.09%

Shares3.3K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

27.31%

Shares1.3K

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY

0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-28

JPSE

J P MORGAN EXCHANGE TRADED F

0.24%

Shares6.3K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

4.45%

Shares1.6K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

5.89%

Shares1.6K

Event2026-03-31

Filed2026-04-28

DHS

WISDOMTREE TR

-5.33%

Shares2.8K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

-3.99%

Shares698

Event2026-03-31

Filed2026-04-28

AGZD

WISDOMTREE TR

-4.81%

Shares13.0K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.30%

Shares1.0K

Event2026-03-31

Filed2026-04-28

IVE

ISHARES TR

-5.17%

Shares1.4K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-5.43%

Shares1.1K

Event2026-03-31

Filed2026-04-28

NEE

NEXTERA ENERGY INC

5.71%

Shares2.8K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

27.41%

Shares674

Event2026-03-31

Filed2026-04-28

ACWX

ISHARES TR

-2.76%

Shares3.4K

Event2026-03-31

Filed2026-04-28

SOUTHERN CO

New

Shares2.2K

Event2026-03-31

Filed2026-04-28

SHY

ISHARES TR

-0.76%

Shares2.5K

Event2026-03-31

Filed2026-04-28

PFF

ISHARES TR

-3.48%

Shares6.7K

Event2026-03-31

Filed2026-04-28

DTE

DTE ENERGY CO

New

Shares1.4K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available