INTERACTIVE FINANCIAL ADVISORS

https://www.linkedin.com/company/interactive-financial-advisors/ CHICAGO, IL Investment Advisor How do I update this listing?

Interactive Financial Advisors is based out of Chicago. Interactive Financial Advisors is a large advisory firm with 3111 clients and discretionary assets under management (AUM) of $238,564,041 (Form ADV from 2019-07-16). Their last reported 13F filing for Q2 2019 included $218,018,000 in managed 13F securities and a top 10 holdings concentration of 60.5%. Interactive Financial Advisors's largest holding is iShares Latin America 40 ETF with shares held of 715,933. Interactive Financial Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 52 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $218.018 Million
  • Prior Market Value $207.607 Million
  • New Purchases26 stocks
  • Additional Purchases35 stocks
  • Sold out of9 stocks
  • Reduced holdings in51 stocks
  • Top 10 Holdings % 60.50 %
  • Turnover % [1]:25.36%
  • Turnover Alt % [2]: 25.47 %
  • Time Held Top20:17.35 quarters
  • Time Held Top10:27.00 quarters
  • Time Held All:16.67 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 2.26%
Performance Last 4 Quarters: 0.86%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR/A (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Belvedere Advisors LLC

View Last Form Adv Compilation Report on Record

INTERACTIVE FINANCIAL ADVISORS
625 N. MICHIGAN AVE. #1710
CHICAGO IL    60611
Country: United States

Business Phone: 630-472-1300
Fax: 844-270-4905
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IL
Number of employees: 68
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 3111
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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INTERACTIVE FINANCIAL ADVISORS, INC.

ownership team - last updated 2019-03-18
Name Title Start Date Direct/Indirect % Ownership
PETERBOK, RICHARD, LEE PRESIDENT 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. OWNER indirect 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY indirect 2003-01-01
WOITESHEK, JOANNE, MARIE SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT indirect 2017-03-01
ORGANIZAMERICA HOLDING COMPANY 01/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. HOLDING COMPANY direct 2003-01-01
PETERBOK, RICHARD, LEE SECRETARY ORGANIZAMERICA 01/01/2003 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. OWNER indirect 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY indirect 2003-01-01
WOITESHEK, JOANNE, MARIE PRESIDENT ORGANIZAMERICA 03/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT indirect 2017-03-01

INTERACTIVE FINANCIAL ADVISORS, INC.

ownership team - last updated 2018-10-23
Name Title Start Date Direct/Indirect % Ownership
PETERBOK, RICHARD, LEE PRESIDENT 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. OWNER indirect 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY indirect 2003-01-01
WOITESHEK, JOANNE, MARIE SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT indirect 2017-03-01
ORGANIZAMERICA HOLDING COMPANY 01/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. HOLDING COMPANY direct 2003-01-01
PETERBOK, RICHARD, LEE SECRETARY ORGANIZAMERICA 01/01/2003 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. OWNER indirect 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY indirect 2003-01-01
WOITESHEK, JOANNE, MARIE PRESIDENT ORGANIZAMERICA 03/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT indirect 2017-03-01

INTERACTIVE FINANCIAL ADVISORS, INC.

ownership team - last updated 2017-05-09
Name Title Start Date Direct/Indirect % Ownership
PETERBOK, RICHARD, LEE PRESIDENT 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. OWNER indirect 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY indirect 2003-01-01
WOITESHEK, JOANNE, MARIE SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT indirect 2017-03-01
ORGANIZAMERICA HOLDING COMPANY 01/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. HOLDING COMPANY direct 2003-01-01
PETERBOK, RICHARD, LEE SECRETARY ORGANIZAMERICA 01/01/2003 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. OWNER indirect 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY indirect 2003-01-01
WOITESHEK, JOANNE, MARIE PRESIDENT ORGANIZAMERICA 03/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER direct 2003-01-01
INTERACTIVE FINANCIAL ADVISORS, INC. PRESIDENT indirect 2017-03-01

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