Interactive Financial Advisors, Inc.
Annual return '25
+33.0%
SPY '25
+17.7%
Alpha
+15.2ptsvs SPY
Invested
$152.9M
Holdings
78
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 12.5% (1.78M → 1.56M shares)
13.0%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 183.6k shares)
7.1%
03
$AGG
ISHARES TR
Q4 2025: Exited (was 121.9k shares)
6.7%
04
$RAVI
FLEXSHARES TR
Q4 2025: Exited (was 128.5k shares)
6.2%
05
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +230.5% (15.30M → 50.58M shares)
4.5%
06
$TLT
ISHARES TR
Q1 2026: Increased +11.1% (90.0k → 100.0k shares)
4.5%
07
$QUAL
ISHARES TR
Q4 2025: Exited (was 36.7k shares)
4.4%
08
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 45.1k shares)
3.7%
09
$SLYV
SPDR SERIES TRUST
Q4 2025: Exited (was 54.5k shares)
3.2%
10
$SLYG
SPDR SERIES TRUST
Q4 2025: Exited (was 50.5k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:29 UTC.