Long-term investor
Interactive Financial Advisors, Inc. @interactivefinancialadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001419099).
Record
- Tracked since 2025-12-31 (261 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.0%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 13.3% · long · since 2025-12-31
- VEA · 7.2% · long · since 2025-12-31
- AGG · 6.2% · long · since 2025-12-31
- RAVI · 6.1% · long · since 2025-12-31
- 46090E103 · 5.5% · long · since 2025-12-31
- QUAL · 4.7% · long · since 2025-12-31
- TLT · 4.2% · long · since 2025-12-31
- VIG · 3.5% · long · since 2025-12-31
- SLYG · 3.5% · long · since 2025-12-31
- SLYV · 3.4% · long · since 2025-12-31
- IGM · 3.0% · long · since 2025-12-31
- SPIB · 2.8% · long · since 2025-12-31