INTERACTIVE FINANCIAL ADVISORS, INC. - Portfolio overview

INTERACTIVE FINANCIAL ADVISORS, INC. has 87 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Utilities.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 12.78%
  2. VEA - VANGUARD TAX-MANAGED FDS, 7.01%
  3. AGG - ISHARES TR, 6.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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