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Interactive Financial Advisors, Inc.
Interactive Financial Advisors, Inc. (IFA) is a Registered Investment Adviser headquartered in New Lenox, Illinois, founded in 2003. IFA is independently owned and focuses on providing money management to mid-market clients through financial planning, investment portfolio management, risk management, and other financial advisory services. The firm primarily serves individuals, families, and retirement plans by offering personalized advisory services. As of March 2025, IFA continues to operate as a fee-only adviser and provides both direct portfolio management and services as a sub-advisor to other financial professionals. Specifics on employee count are not publicly detailed.
Investment Strategy
Interactive Financial Advisors employs a client-centered, fee-only advisory approach. The firm provides comprehensive financial planning and portfolio management tailored to the individual needs and goals of clients, emphasizing long-term wealth management, risk mitigation, and retirement planning. IFA utilizes in-depth research and industry experience to inform asset allocation and investment selection. Clients can access a range of services, including third-party investment platform integration and specialized annuity and retirement options, ensuring diversified and personalized strategies aligned with client objectives.
Latest 13F Filing Activity
Interactive Financial Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 85 equity positions with a total 13F market value of $205M. The fund increased holdings in Flexshares TR, Ishares TR, Invesco QQQ TR among other positions. Interactive Financial Advisors, Inc. reduced exposure to Ishares TR, Select Sector SPDR TR, Ishares TR among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 13.06% | $26.8M | 43,143 | $453.32 | $620.90 | +$1.4M |
A AGG | ISHARES TR | 6.72% | $13.8M | 138,908 | $97.03 | $99.20 | -$502.7K |
V VIG | VANGUARD SPECIALIZED FUNDS | 5.82% | $11.9M | 58,325 | $162.98 | $204.67 | +$510.3K |
V VEA | VANGUARD TAX-MANAGED FDS | 5.30% | $10.9M | 190,887 | $49.89 | $57.01 | +$451.3K |
Q QQQ | INVESCO QQQ TR | 5.22% | $10.7M | 19,396 | $437.66 | $551.64 | +$1.2M |
Industry Allocation
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