Interactive Financial Advisors

RIA/Wealth

Interactive Financial Advisors is a RIA/Wealth based in New Lenox, IL led by Richard Lee Peterbok, reporting $337.8M in AUM as of Q3 2025 with 92% ETF concentration and 55% concentrated in top 10 holdings.

CEORichard Lee Peterbok

Portfolio Value: $184.9M
Positions: 81
Top Holding: IVV at 14.07%
Last Reported: Q3 2025

Address100 Batson Ct., Suite 104, New Lenox, IL, 60451, United States

Top Holdings

Largest long holdings in Interactive Financial Advisors's portfolio (55.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$26.0M	14.07%	-$2.8M Sold	— 38.9K shares	≤ Q2 2013 Held for 12y 5m+
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$12.2M	6.61%	-$1.7M Sold	— 121.9K shares	≤ Q2 2013 Held for 12y 5m+
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$11.0M	5.95%	-$435.0K Sold	— 183.6K shares	Q2 2019 Held for 6y 5m
4 Vanguard Dividend Appreciation VIG	Unknown Unknown	$9.7M	5.26%	-$2.9M Sold	— 45.1K shares	Q4 2022 Held for 2y 11m
5 FlexShares Ultra-Short Income Fund RAVI	ETF ETF	$9.7M	5.26%	+$236.9K Bought	— 128.5K shares	≤ Q2 2013 Held for 12y 5m+
6 Invesco QQQ Trust QQQ	ETF ETF	$9.7M	5.24%	-$2.0M Sold	— 16.1K shares	Q3 2022 Held for 3y 2m
7 iShares 20+ Year Treasury Bond TLT	ETF ETF	$7.2M	3.87%	-$4.6K Sold	— 80.1K shares	≤ Q2 2013 Held for 12y 5m+
8 iShares MSCI USA Quality Factor QUAL	ETF ETF	$7.1M	3.86%	-$228.5K Sold	— 36.7K shares	Q2 2023 Held for 2y 5m
9 SPDR S&P 600 Small Cap Value ETF SLYV	ETF ETF	$4.8M	2.61%	-$142.4K Sold	— 54.5K shares	Q2 2023 Held for 2y 5m
10 SPIB SPDR Portfolio Intermediate Term Corporate Bond SPIB	ETF ETF	$4.8M	2.58%	-$336.0K Sold	— 141.1K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Interactive Financial Advisors's latest filing

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Market Value

$184.9M

Prior: $205.1M

Q/Q Change

-9.84%

-$20.2M

Net Flows % of MV

-17.18%

Turnover Ratio

8.86%

New Purchases

1 stocks

$244.3K

Added To

3 stocks

+$256.8K

Sold Out Of

7 stocks

$1.8M

Reduced Holdings

69 stocks

-$30.5M

Increased Positions

Position	Shares Δ	Change
1 Alphabet Inc. GOOG	New	0 → 1.0K +$244.3K
2 JPMorgan Diversified Return International Equity JPIN	+5.59%	3.6K → 3.8K +$13.5K
3 FlexShares Ultra-Short Income Fund RAVI	+2.5%	125.4K → 128.5K +$236.9K
4 EFAV iShares MSCI EAFE Min Vol Factor EFAV	+1.98%	3.8K → 3.9K +$6.4K

Decreased Positions

Position	Shares Δ	Change
1 Gilead Sciences GILD	Sold	3.2K → 0 −$354.8K
2 Tesla, Inc. TSLA	Sold	1.0K → 0 −$318.3K
3 Vanguard Short-Term Corporate Bond VCSH	Sold	2.9K → 0 −$232.2K
4 iShares Floating Rate Bond FLOT	Sold	4.5K → 0 −$228.2K
5 USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund USDU	Sold	8.7K → 0 −$223.0K