IFA

Independence Financial Advisors Portfolio holdings

AUM $333M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.89M
3
+$7.82M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.65M

Top Sells

1
+$5.84M
2
+$2.16M
3
+$1.4M
4
ANSS
Ansys
ANSS
+$860K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$606K

Sector Composition

1 Technology 1.28%
2 Financials 0.68%
3 Consumer Discretionary 0.28%
4 Communication Services 0.22%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.51%
6,556
-44
27
$1.61M 0.49%
2,632
+8
28
$1.35M 0.41%
2,599
-156
29
$1.28M 0.39%
19,073
-1,611
30
$1.01M 0.31%
2,828
31
$850K 0.26%
3,938
-182
32
$726K 0.22%
1,444
33
$700K 0.21%
2,123
+4
34
$655K 0.2%
1,617
+3
35
$652K 0.2%
5,782
+16
36
$638K 0.19%
5,325
+18
37
$562K 0.17%
2,961
+12
38
$536K 0.16%
2,711
-116
39
$515K 0.16%
7,960
40
$487K 0.15%
2,610
+3
41
$389K 0.12%
5,626
+38
42
$379K 0.12%
1,259
+1
43
$367K 0.11%
3,560
-237
44
$323K 0.1%
4,046
45
$315K 0.1%
11,339
+3
46
$278K 0.08%
2,692
-2,533
47
$271K 0.08%
+609
48
$262K 0.08%
9,295
+42
49
$261K 0.08%
828
+72
50
$240K 0.07%
5,457
+24
1
2
3