INTERACTIVE FINANCIAL ADVISORS, INC.
CIK
1419099
Location
New Lenox, IL
Portfolio Value
Micro
$14,243,422
Diversification
Highly concentrated
Filing Date
Global Rank
#7,575
/ 8,232
▲ 199
Top Industry
Utilities - Regulated Electric
24.3%
3Y Alpha vs SPY
-1.7%
Period ended 2 months ago
Filed Apr 28, 2026 · 47d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.8%
SPY
+76.3%
Annualised alpha
-1.7%
Max drawdown
−21.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
48.1%
−4.9 pts
Top 5
73.0%
−3.3 pts
Top 10
86.8%
−2.9 pts
HHI
2,567
Highly concentrated−453
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 67.2% | $9,570,568 |
| Financial Services | 10.7% | $1,522,759 |
| Utilities | 8.0% | $1,137,777 |
| Industrials | 5.4% | $768,330 |
| Technology | 4.1% | $589,065 |
| Consumer Cyclical | 2.3% | $327,608 |
| Energy | 2.3% | $327,315 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +687 | 17,951 | $1,582,560 | |
| AAPL | Apple Inc. | +287 | 1,338 | $339,571 | |
| SLV | iShares Silver Trust | +164 | 6,685 | $455,515 | |
| NEE | Nextera Energy Inc | +153 | 2,834 | $263,221 | |
| MSFT | Microsoft Corp | +145 | 674 | $249,494 | |
| CVX | Chevron Corp | +88 | 1,582 | $327,315 | |
| AMZN | Amazon Com Inc | +67 | 1,573 | $327,608 | |
| MS | Morgan Stanley | +2 | 2,005 | $329,962 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COF | Capital One Financial Corp | 917 | $222,244 | |
| No positions match the current search. | ||||
17 positions ·
$14,243,422 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 11,871 | $6,851,703 | 48.10% | |
| IAU |
Ishares Gold Trust
|
Added | 17,951 | $1,582,560 | 11.11% | |
| GATX |
Gatx Corp
Industrials
|
Reduced | 4,500 | $768,330 | 5.39% | |
| USB |
US Bancorp De
Financial Services
|
Held | 13,462 | $700,158 | 4.92% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 2,376 | $492,639 | 3.46% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 3,500 | $458,780 | 3.22% | |
| SLV |
iShares Silver Trust
|
Added | 6,685 | $455,515 | 3.20% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 585 | $380,448 | 2.67% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,338 | $339,571 | 2.38% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 2,005 | $329,962 | 2.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,573 | $327,608 | 2.30% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,582 | $327,315 | 2.30% | |
| GLD |
Spdr Gold Trust
|
Reduced | 698 | $300,342 | 2.11% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 2,834 | $263,221 | 1.85% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 674 | $249,494 | 1.75% | |
| SO |
Southern Co
Utilities
|
NEW | 2,208 | $213,116 | 1.50% | |
| DTE |
Dte Energy Co
Utilities
|
NEW | 1,386 | $202,660 | 1.42% |