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INTERACTIVE FINANCIAL ADVISORS, INC.

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NEW LENOX IL Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Interactive Financial Advisors is based out of New Lenox. Interactive Financial Advisors is a large advisory firm with 2437 clients and discretionary assets under management (AUM) of $284,940,831 (Form ADV from 2024-01-17). Their last reported 13F filing for Q4 2023 included $186,621,296 in managed 13F securities and a top 10 holdings concentration of 59.61%. Interactive Financial Advisors's largest holding is iShares U.S. Aerospace & Defense ETF-iShares U.S. Aerospace & Defense ETF with shares held of 58,356. Whalewisdom has at least 70 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $187m, Prior: $148m
New Purchases 2 stocks
Added To 43 stocks
Sold out of 4 stocks
Reduced holdings in 37 stocks
Top 10 Holdings % 59.61%
Turnover %[1] 7.32%
Turnover Alt %[2] 44.57%
Time Held Top 20 6.55 quarters
Time Held Top 10 0 quarters
Time Held All 30.26 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance