INTERACTIVE FINANCIAL ADVISORS, INC.
โขCIK: 1419099โขFiling: Q4 2025
**INTERACTIVE FINANCIAL ADVISORS, INC.** manages $155M across a diversified portfolio of 78 positions. The fund exhibits a notable allocation to broad market exposure, highlighted by significant holdings in IVV ($20.9M) and VEA ($10.6M). Further diversification is evident with substantial weightings in fixed income and specialized sectors, including AGG ($10.5M) and TLT ($6.9M). This structure suggests a mandate focused on capturing broad equity market growth while maintaining tactical exposure to different asset classes.
Total AUM
$154.8M
QoQ Performance
-16.3%
Positions
40
Top 10 Concentration
56.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VEA
AGG
RAVI
IVV13.5%
VEA6.8%
AGG6.8%
RAVI6.0%
NDQ5.0%
TLT4.4%
QUAL4.4%
VIG3.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other84.7%
ETF14.3%
Technology0.6%
Consumer0.2%
Financial0.1%
Utilities0.1%
๐ช Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW5 new positions
โ8 increased
โ57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023