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IFA
Independence Financial Advisors Portfolio holdings
AUM
$386M
1-Year Est. Return
18.64%
This Fund
S&P 500
This Quarter
Est. Return
-2.25%
1 Year Est. Return
+18.64%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$263M
AUM Growth
–
Cap. Flow
+$272M
Cap. Flow
% of AUM
103.28%
Top 10 Holdings %
Top 10 Hldgs %
72.61%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$68.3M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
+$35.1M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$14.3M |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$12.9M |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$12M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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
Berkshire Hathaway Class B
BRK.B
$1.07T
| $769K | 0.29% |
+1,444
| New | +$702K |
|
27
Vanguard Dividend Appreciation ETF
VIG
$114B
| $761K | 0.29% |
+3,922
| New | +$780K |
|
28
ExxonMobil
XOM
$678B
| $693K | 0.26% |
+5,825
| New | +$644K |
|
29
iShares 0-5 Year TIPS Bond ETF
STIP
$16B
| $666K | 0.25% |
+6,436
| New | +$656K |
|
30
Home Depot
HD
$343B
| $590K | 0.22% |
+1,611
| New | +$628K |
|
31
iShares Convertible Bond ETF
ICVT
$7.55B
| $516K | 0.2% |
+6,173
| New | +$533K |
|
32
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
| $509K | 0.19% |
+2,937
| New | +$522K |
|
33
M&T Bank
MTB
$35.3B
| $505K | 0.19% |
+2,824
| New | +$536K |
|
34
CRH
CRH
$63B
| $467K | 0.18% |
+5,307
| New | +$522K |
|
35
John Hancock Multifactor Mid Cap ETF
JHMM
$6.13B
| $466K | 0.18% |
+8,133
| New | +$489K |
|
36
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
| $360K | 0.14% |
+7,075
| New | +$356K |
|
37
Broadcom
AVGO
$1.72T
| $359K | 0.14% |
+2,145
| New | +$454K |
|
38
Independent Bank
INDB
$3.95B
| $347K | 0.13% |
+5,541
| New | +$364K |
|
39
Walmart Inc
WMT
$910B
| $336K | 0.13% |
+3,831
| New | +$359K |
|
40
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
| $311K | 0.12% |
+11,332
| New | +$312K |
|
41
NVIDIA
NVDA
$5.27T
| $281K | 0.11% |
+2,596
| New | +$329K |
|
42
AT&T
T
$172B
| $270K | 0.1% |
+9,551
| New | +$240K |
|
43
GE Aerospace
GE
$370B
| $257K | 0.1% |
+1,283
| New | +$252K |
|
44
Verizon
VZ
$205B
| $245K | 0.09% |
+5,397
| New | +$225K |
|
45
Tesla
TSLA
$1.39T
| $244K | 0.09% |
+941
| New | +$314K |
|
46
Toronto Dominion Bank
TD
$196B
| $243K | 0.09% |
+4,046
| New | +$236K |
|
47
Visa
V
$682B
| $204K | 0.08% |
+583
| New | +$197K |
|
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Independence Financial Advisors's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for Independence Financial Advisors, which disclosed 47 positions worth $263M. Its ten largest holdings account for 73% of the portfolio.
Its largest position is iShares Core S&P US Growth ETF: 493,711 shares worth $62.7M.
By sector, the portfolio is most concentrated in Technology at 1.5% of assets, followed by Financials and Consumer Discretionary.
- Independence Financial Advisors's largest Q1 2025 buy was iShares Core S&P US Growth ETF: 493,711 shares worth $62.7M.
- Independence Financial Advisors's ten largest holdings make up 73% of its $263M portfolio in Q1 2025.
- Independence Financial Advisors disclosed 47 positions in Q1 2025, its first 13F filing on record.
Based on Independence Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.