Institutional Investor · CIK 0001419099
INTERACTIVE FINANCIAL ADVISORS, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
66
Total Value
$145.12M
Total Shares
1.45M
Latest Filing
Jul 31, 2026
CIK
0001419099
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 29,754 | $21.80M | 0.0026% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 171,709 | $11.88M | 0.0038% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 103,176 | $10.20M | 0.0073% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 132,435 | $9.99M | 0.6875% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 12,656 | $9.10M | 0.0018% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 79,099 | $6.84M | 0.0156% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 24,707 | $5.76M | 0.0046% | SH | — | View | |
State Street SPDR S&P…(SLYG) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 49,303 | $5.76M | 0.1119% | SH | — | View |
State Street SPDR S&P…(SLYV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 52,529 | $5.62M | 0.1179% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 30,172 | $4.89M | 0.0460% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 138,256 | $4.62M | 0.0396% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 13,407 | $4.26M | 0.0063% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 65,195 | $3.16M | 0.0025% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 34,328 | $2.92M | 0.1594% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 79,644 | $2.33M | 0.0738% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 9,909 | $2.14M | 0.0153% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 23,965 | $1.95M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 12,266 | $1.94M | 0.0048% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 15,241 | $1.65M | 0.0049% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 8,339 | $1.59M | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 33,878 | $1.54M | 0.0065% | SH | — | View | |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 17,799 | $1.34M | 0.0023% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 28,039 | $1.23M | 0.1374% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 23,058 | $1.22M | 0.0065% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 14,036 | $1.16M | 0.0087% | SH | — | View | |
Invesco S&P 500 Equal…(RSPR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 28,440 | $1.04M | 0.9874% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,539 | $959.02K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 4,420 | $865.28K | 0.0079% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,289 | $824.32K | 0.0010% | SH | — | View | |
U.s. Bancorp R(UB5.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 13,462 | $813.11K | 0.0009% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 5,316 | $804.59K | 0.0009% | SH | — | View | |
GATX Corporation(GATX) | Industrials | Rental & Leasing Services | 2026-06-30 | 2026-07-31 | 4,500 | $797.36K | 0.0127% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 9,105 | $751.38K | 0.0011% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 13,805 | $748.33K | 0.0021% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 10,218 | $738.56K | 0.0090% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,536 | $714.80K | 0.0047% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 7,518 | $621.29K | 0.0153% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 18,765 | $613.44K | 0.2606% | SH | — | View | |
The Allstate Corporation(ALS.DE) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-31 | 2,376 | $565.35K | 0.0009% | SH | — | View |
Schwab U.S. REIT ETF(SCHH) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 24,780 | $550.65K | 0.0054% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,257 | $547.86K | 0.0687% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 5,769 | $533.75K | 0.0034% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 4,611 | $499.44K | 0.0270% | SH | — | View | |
American Electric Power Co…(AEP.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 3,500 | $478.83K | 0.0006% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 610 | $435.38K | 0.0001% | SH | — | View |
Morgan Stanley(DWD.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-31 | 2,014 | $421.01K | 0.0001% | SH | — | View |
Invesco S&P 500 High…(SPHD) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 7,535 | $382.51K | 0.0120% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 1,593 | $379.68K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 6,056 | $361.82K | 0.0605% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 3,342 | $359.74K | 0.0008% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 1,241 | $359.10K | 0.0000% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 1,011 | $357.22K | 0.0000% | SH | — | View |
iShares Silver Trust(SLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,505 | $347.87K | 0.0012% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 2,466 | $344.69K | 0.0768% | SH | — | View | |
FlexShares iBoxx 3 Year…(TDTT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 13,202 | $315.15K | 0.0122% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 2,862 | $313.54K | 0.0222% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 13,564 | $306.08K | 0.3079% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 701 | $258.49K | 0.0002% | SH | — | View |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 2,765 | $242.68K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 2,343 | $238.59K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,327 | $237.00K | 0.0028% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 630 | $235.00K | 0.0000% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-31 | 1,398 | $231.73K | 0.0001% | SH | — | View |
iShares MSCI ACWI ex…(ACWX) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 2,939 | $212.52K | 0.0019% | SH | — | View |
Southern Company(SOT.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 2,208 | $211.33K | 0.0002% | SH | — | View |
DTE Energy Company(DTE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 1,386 | $211.19K | 0.0007% | SH | — | View |
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