INTERACTIVE FINANCIAL ADVISORS, INC. — 13F Holdings

2026 Q1  ·  81 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, INTERACTIVE FINANCIAL ADVISORS, INC. maintained a portfolio of 81 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 0.28% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 7.2%.
Position History hover any row below to update
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INTERACTIVE FINANCIAL ADVISORS, INC. Tampa, FL RIA AUM $152M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
81
Quarter
2026 Q1
Top Holding
IVV (13.0%)
Top 10 Concentration
56.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 81
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 12.99% 13.49% #1
Prev: #1
6.5
—
-79 -0.3%
P
S
30,394 $19,853,701
$97.54 +671.0%
$651.46 +15.4%
2007 Q3 13F Filing 2026-03-31 2026-04-28
VEA
VANGUARD TAX-MA...
ETF 7.12% 6.84% #2
Prev: #2
4.8
—
523 0.3%
P
S
169,886 $10,886,359
$40.95 +76.6%
$64.08 +12.9%
2018 Q3 13F Filing 2026-03-31 2026-04-28
AGG
ISHARES TR
ETF 6.75% 6.77% #3
Prev: #3
4.2
—
-989 -0.9%
P
S
103,877 $10,311,898
$70.70 +39.7%
$98.27 +0.5%
2007 Q3 13F Filing 2026-03-31 2026-04-28
RAVI
FLEXSHARES TR
ETF 6.24% 6.01% #4
Prev: #4
3.5
—
3,239 2.6%
P
S
126,541 $9,542,159 2012 Q4 13F Filing 2026-03-31 2026-04-28
QQQ
INVESCO QQQ TR
ETF 4.48% 4.97% #5
Prev: #5
2.8
—
-657 -5.2%
P
S
11,871 $6,851,755 2022 Q3 13F Filing 2026-03-31 2026-04-28
TLT
ISHARES TR
ETF 4.45% 4.45% #6
Prev: #6
2.3
—
-536 -0.7%
P
S
78,474 $6,802,994 2007 Q3 13F Filing 2026-03-31 2026-04-28
QUAL
ISHARES TR
ETF 4.37% 4.40% #7
Prev: #7
2.2
—
491 1.4%
P
S
34,798 $6,674,795 2023 Q2 13F Filing 2026-03-31 2026-04-28
VIG
VANGUARD SPECIA...
ETF 3.69% 3.83% #8
Prev: #8
2.0
—
-673 -2.5%
P
S
26,264 $5,648,412 2009 Q3 13F Filing 2026-03-31 2026-04-28
SLYV
SPDR SERIES TRU...
Unknown 3.20% 3.01% #9
Prev: #9
1.8
—
532 1.0%
P
S
51,787 $4,898,098 2012 Q1 13F Filing 2026-03-31 2026-04-28
SLYG
SPDR SERIES TRU...
ETF 3.07% 2.91% #10 1
Prev: #11
1.7
—
758 1.6%
P
S
48,634 $4,699,041 2023 Q2 13F Filing 2026-03-31 2026-04-28
SPIB
SPDR SERIES TRU...
ETF 3.04% 2.97% #11 1
Prev: #10
1.7
—
2,377 1.7%
P
S
138,444 $4,643,431 2023 Q2 13F Filing 2026-03-31 2026-04-28
GOVT
ISHARES TR
ETF 2.61% 2.55% #12 1
Prev: #13
1.5
—
2,870 1.7%
P
S
173,960 $3,985,445 2020 Q3 13F Filing 2026-03-31 2026-04-28
VV
VANGUARD INDEX ...
ETF 2.42% 2.78% #13 1
Prev: #12
1.5
—
-1,285 -9.4%
P
S
12,389 $3,702,593 2007 Q3 13F Filing 2026-03-31 2026-04-28
IGM
ISHARES TR
ETF 2.30% 2.44% #14
Prev: #14
1.4
—
411 1.4%
P
S
29,609 $3,509,033 2019 Q2 13F Filing 2026-03-31 2026-04-28
BNDX
VANGUARD CHARLO...
Bond/Debt 2.10% 2.06% #15
Prev: #15
1.3
—
596 0.9%
P
S
66,655 $3,202,783 2017 Q2 13F Filing 2026-03-31 2026-04-28
SPGM
SPDR INDEX SHS ...
ETF 1.70% 1.67% #16
Prev: #16
1.2
—
697 2.1%
P
S
34,363 $2,601,676 2022 Q3 13F Filing 2026-03-31 2026-04-28
ITA
ISHARES TR
ETF 1.63% 1.63% #17
Prev: #17
1.2
—
-370 -3.1%
P
S
11,398 $2,493,461 2016 Q4 13F Filing 2026-03-31 2026-04-28
ANGL
VANECK ETF TRUS...
ETF 1.50% 1.49% #18
Prev: #18
1.1
—
1,328 1.7%
P
S
80,020 $2,298,201 2024 Q2 13F Filing 2026-03-31 2026-04-28
EFV
ISHARES TR
ETF 1.44% 1.42% #19
Prev: #19
1.1
—
-1,017 -3.3%
P
S
29,685 $2,207,102 2007 Q3 13F Filing 2026-03-31 2026-04-28
IWN
ISHARES TR
ETF 1.33% 1.30% #20 1
Prev: #21
1.0
—
-379 -3.4%
P
S
10,717 $2,032,016 2007 Q3 13F Filing 2026-03-31 2026-04-28
XLV
SELECT SECTOR S...
Unknown 1.32% 1.40% #21 1
Prev: #20
1.0
—
-256 -1.8%
P
S
13,717 $2,011,192 2008 Q2 13F Filing 2026-03-31 2026-04-28
VO
VANGUARD INDEX ...
ETF 1.11% 1.07% #22 1
Prev: #23
0.9
—
192 3.4%
P
S
5,889 $1,691,301 2022 Q3 13F Filing 2026-03-31 2026-04-28
LQD
ISHARES TR
ETF 1.06% 1.09% #23 1
Prev: #22
0.9
—
-450 -2.9%
P
S
14,866 $1,620,279 2007 Q3 13F Filing 2026-03-31 2026-04-28
IAU
ISHARES GOLD TR
ETF 1.04% 0.91% #24 1
Prev: #25
0.9
—
687 4.0%
P
S
17,951 $1,582,560 2008 Q1 13F Filing 2026-03-31 2026-04-28
XLU
SELECT SECTOR S...
Unknown 1.02% 0.95% #25 1
Prev: #24
0.9
—
-449 -1.3%
P
S
34,137 $1,566,591 2012 Q1 13F Filing 2026-03-31 2026-04-28
IGIB
ISHARES TR
ETF 0.84% 0.87% #26
Prev: #26
0.8
—
-750 -3.0%
P
S
24,243 $1,290,215 2009 Q1 13F Filing 2026-03-31 2026-04-28
VFQY
VANGUARD WELLIN...
ETF 0.81% 0.76% #27 1
Prev: #28
2.3
—
610 7.9%
P
S
8,306 $1,239,528 2022 Q3 13F Filing 2026-03-31 2026-04-28
XLP
SELECT SECTOR S...
Unknown 0.71% 0.68% #28 1
Prev: #29
0.8
—
-241 -1.8%
P
S
13,242 $1,085,658 2012 Q1 13F Filing 2026-03-31 2026-04-28
XLK
SELECT SECTOR S...
Unknown 0.70% 0.80% #29 2
Prev: #27
0.8
—
-639 -7.4%
P
S
8,002 $1,063,578 2017 Q2 13F Filing 2026-03-31 2026-04-28
IDHQ
INVESCO EXCH TR...
Bond/Debt 0.65% 0.65% #30
Prev: #30
0.8
—
-262 -0.9%
P
S
28,181 $996,763 2022 Q3 13F Filing 2026-03-31 2026-04-28
RSPR
INVESCO EXCHANG...
Unknown 0.64% 0.58% #31
Prev: #31
2.3
—
2,416 9.0%
P
S
29,297 $972,148 2022 Q3 13F Filing 2026-03-31 2026-04-28
VPU
VANGUARD WORLD ...
ETF 0.59% 0.51% #32 2
Prev: #34
2.2
—
307 7.2%
P
S
4,572 $905,896 2022 Q3 13F Filing 2026-03-31 2026-04-28
XLE
SELECT SECTOR S...
Unknown 0.59% 0.44% #33 6
Prev: #39
0.7
—
-661 -4.3%
P
S
14,712 $901,279 2011 Q4 13F Filing 2026-03-31 2026-04-28
VYM
VANGUARD WHITEH...
ETF 0.58% 0.57% #34 2
Prev: #32
0.7
—
-160 -2.6%
P
S
5,961 $882,935 2012 Q1 13F Filing 2026-03-31 2026-04-28
VOO
VANGUARD INDEX ...
ETF 0.52% 0.51% #35 2
Prev: #33
0.7
—
55 4.3%
P
S
1,321 $789,760 2013 Q4 13F Filing 2026-03-31 2026-04-28
GATX
GATX CORP
Industrials 0.50% 0.49% #36 1
Prev: #35
0.7
—
-5 -0.1%
P
S
4,500 $768,330 2019 Q1 13F Filing 2026-03-31 2026-04-28
TIP
ISHARES TR
ETF 0.50% 0.47% #37 1
Prev: #36
0.7
—
315 4.8%
P
S
6,926 $764,415 2007 Q3 13F Filing 2026-03-31 2026-04-28
VCIT
VANGUARD SCOTTS...
Bond/Debt 0.47% 0.45% #38
Prev: #38
0.7
—
287 3.4%
P
S
8,639 $714,892 2011 Q1 13F Filing 2026-03-31 2026-04-28
USB
US BANCORP
Financial Services 0.46% 0.46% #39 2
Prev: #37
1.2
—
no change no change
P
S
13,462 $700,159 2020 Q3 13F Filing 2026-03-31 2026-04-28
JQUA
J P MORGAN EXCH...
ETF 0.41% 0.42% #40
Prev: #40
1.2
—
no change no change
P
S
10,218 $626,568 2023 Q3 13F Filing 2026-03-31 2026-04-28
ARKK
ARK ETF TR
ETF 0.36% 0.40% #41
Prev: #41
0.6
—
35 0.4%
P
S
8,042 $543,579 2019 Q2 13F Filing 2026-03-31 2026-04-28
HBTA
HORIZON FDS
Unknown 0.33% 0.36% #42 1
Prev: #43
0.6
—
-151 -0.8%
P
S
18,945 $507,355 2025 Q1 13F Filing 2026-03-31 2026-04-28
ESG
FLEXSHARES TR
ETF 0.33% 0.36% #43 1
Prev: #42
0.6
—
-217 -6.1%
P
S
3,337 $506,356 2020 Q1 13F Filing 2026-03-31 2026-04-28
XT
ISHARES TR
Bond/Debt 0.33% 0.33% #44 1
Prev: #45
0.6
—
50 0.7%
P
S
7,423 $505,872 2022 Q4 13F Filing 2026-03-31 2026-04-28
SCHH
SCHWAB STRATEGI...
ETF 0.33% 0.33% #45 2
Prev: #47
0.6
—
-961 -4.0%
P
S
23,206 $498,718 2012 Q3 13F Filing 2026-03-31 2026-04-28
ALL
ALLSTATE CORP
Financial Services 0.32% 0.32% #46 3
Prev: #49
1.1
—
no change no change
P
S
2,376 $492,640 2019 Q1 13F Filing 2026-03-31 2026-04-28
DGRW
WISDOMTREE TR
ETF 0.32% 0.34% #47 3
Prev: #44
0.6
—
-375 -6.4%
P
S
5,485 $481,832 2016 Q1 13F Filing 2026-03-31 2026-04-28
REZ
ISHARES TR
Bond/Debt 0.32% 0.32% #48
Prev: #48
0.6
—
-210 -3.5%
P
S
5,788 $481,684 2012 Q3 13F Filing 2026-03-31 2026-04-28
SMH
VANECK ETF TRUS...
ETF 0.31% 0.33% #49 3
Prev: #46
0.6
—
-170 -12.1%
P
S
1,240 $475,631 2022 Q3 13F Filing 2026-03-31 2026-04-28
AEP
AMERICAN ELEC P...
Utilities 0.30% 0.26% #50 4
Prev: #54
1.1
—
no change no change
P
S
3,500 $458,780 2019 Q1 13F Filing 2026-03-31 2026-04-28
Showing 1-50 of 81 holdings

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