INTERACTIVE FINANCIAL ADVISORS, INC.
CIK: 1419099SEC EDGAR →
Portfolio Value
$83.8B
Holdings
78
As of
Q1 2026
New Positions
78
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 169,886 | $10.9B | 12.99% |
| 2 | ISHARES TR | 103,877 | $10.3B | 12.31% |
| 3 | FLEXSHARES TR | 126,541 | $9.5B | 11.39% |
| 4 | ISHARES TR | 78,474 | $6.8B | 8.12% |
| 5 | SPDR SERIES TRUST | 51,787 | $4.9B | 5.85% |
| 6 | SPDR SERIES TRUST | 48,634 | $4.7B | 5.61% |
| 7 | SPDR SERIES TRUST | 138,444 | $4.6B | 5.54% |
| 8 | ISHARES TR | 173,960 | $4.0B | 4.76% |
| 9 | VANGUARD CHARLOTTE FDS | 66,655 | $3.2B | 3.82% |
| 10 | SPDR INDEX SHS FDS | 34,363 | $2.6B | 3.10% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $76.2B | 90.9% |
| Unknown | 8 | $6.7B | 8.0% |
| Utilities | 4 | $477.0M | 0.6% |
| Technology | 3 | $456.1M | 0.5% |
| Industrials | 1 | $768K | 0.0% |
| Consumer Cyclical | 1 | $328K | 0.0% |
| Energy | 1 | $327K | 0.0% |
| Communication Services | 1 | $289K | 0.0% |