INTERACTIVE Overview

Interactive Financial Advisors is an investment advisor that manages 191.7 MM dollars in regulatory AUM and has 51 employees, of which 49 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/07 to 09/30/16. The fund's latest filing disclosed 200MM in positions, representing 104% of the manager's regulatory AUM.

INTERACTIVE StockAlpha

-2.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

INTERACTIVE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 9.33% ETF 4.07% -0% 0 9%
VIG 9.04% ETF 2.67% -0.1% 0 6%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

INTERACTIVE Founders and Key Employees

Name Title In Position Since
Richard L. Peterbok President January-2003
Joanne M. Woiteshek Secretary/Treasurer/Chief Compliance Officer January-2003

INTERACTIVE Brokers, Custodians, Auditors and Administrators

Type Company

INTERACTIVE Investment Strategy

Item 8

Clients typically do not have contact with Portfolio Managers. You should contact our firm directly or your IFA Representative with any questions regarding your account.

Additional Information – Item 9

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INTERACTIVE Portfolio Concentration

INTERACTIVE Location

DRAKE OAKBROOK PLAZA
2215 YORK ROAD, SUITE 306
OAKBROOK, Illinois
UNITED STATES, 60523

INTERACTIVE Contact Information

Phone Number: 630-472-1300
Fax Number: 844-270-4905
Website:

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