IFA

Independence Financial Advisors Portfolio holdings

AUM $328M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$34.6M
3
+$14.6M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$13M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.5%
2 Financials 0.79%
3 Consumer Discretionary 0.32%
4 Energy 0.26%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$769K 0.29%
+1,444
27
$761K 0.29%
+3,922
28
$693K 0.26%
+5,825
29
$666K 0.25%
+6,436
30
$590K 0.22%
+1,611
31
$516K 0.2%
+6,173
32
$509K 0.19%
+2,937
33
$505K 0.19%
+2,824
34
$467K 0.18%
+5,307
35
$466K 0.18%
+8,133
36
$360K 0.14%
+7,075
37
$359K 0.14%
+2,145
38
$347K 0.13%
+5,541
39
$336K 0.13%
+3,831
40
$311K 0.12%
+11,332
41
$281K 0.11%
+2,596
42
$270K 0.1%
+9,551
43
$257K 0.1%
+1,283
44
$245K 0.09%
+5,397
45
$244K 0.09%
+941
46
$243K 0.09%
+4,046
47
$204K 0.08%
+583
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