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Rick Peterbok

Interactive Financial Advisors, Inc.

Assets Managed
$152.868M
Holdings
78
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
-1.22%(2Q avg: -8.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Interactive Financial Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Interactive Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 152.868M in assets, with a quarterly growth rate of -1.22% and a 2-quarter average growth rate of -8.77%. The portfolio is managed by Rick Peterbok, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.25%
12.99%
$19.854M
30,394 shares@ $653.22 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.31%
7.13%
$10.886M
169,886 shares@ $64.09 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -0.94%
6.75%
$10.312M
103,877 shares@ $99.28 avg price
RAVI
Flexshares Ultra-short Incom
Recent Activity
Increased 2.63%
6.25%
$9.542M
126,541 shares@ $75.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -5.24%
4.49%
$6.852M
11,871 shares@ $577.19 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Decreased -0.67%
4.46%
$6.803M
78,474 shares@ $86.7 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 1.44%
4.37%
$6.675M
34,798 shares@ $191.82 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -2.49%
3.7%
$5.648M
26,264 shares@ $215.07 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Increased 1.04%
3.21%
$4.898M
51,787 shares@ $94.59 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Increased 1.59%
3.08%
$4.699M
48,634 shares@ $96.63 avg price

1-10 of 78