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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
+5.91%
1 Year Est. Return
+18.64%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$71.2M
(+28%)
Cap. Flow
+$54.8M
Cap. Flow
% of AUM
16.69%
Top 10 Holdings %
Top 10 Hldgs %
57.4%
Holding
55
New
4
Increased
33
Reduced
12
Closed
2
Avg Time Held
1.8
quarters
Top 10 Avg Time Held
1.4
quarters
Top 20 Avg Time Held
1.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$10.1M |
| 2 |
iShares Convertible Bond ETF
ICVT
|
+$7.89M |
| 3 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$7.82M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$6.78M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$6.65M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$5.84M |
| 2 |
Fidelity Enhanced Large Cap Growth ETF
FELG
|
+$2.16M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$1.4M |
| 4 |
ANSS
Ansys
ANSS
|
+$860K |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$606K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 96.86% |
| 2 | Technology | 1.28% |
| 3 | Financials | 0.68% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Communication Services | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Apple
AAPL
$4.87T
| $1.67M | 0.51% |
6,556
-44
| -0.7% | -$9.94K |
2025 Q1
2 quarters
|
|
27
Vanguard S&P 500 ETF
VOO
$1.06T
| $1.61M | 0.49% |
2,632
+8
| +0.3% | +$4.72K |
2025 Q1
2 quarters
|
|
28
Microsoft
MSFT
$3.9T
| $1.35M | 0.41% |
2,599
-156
| -6% | -$79.6K |
2025 Q1
2 quarters
|
|
29
Fidelity MSCI Health Care Index ETF
FHLC
$3.4B
| $1.28M | 0.39% |
19,073
-1,611
| -8% | -$104K |
2025 Q1
2 quarters
|
|
30
SPDR Gold Trust
GLD
$141B
| $1.01M | 0.31% |
2,828
| – | – |
2025 Q1
2 quarters
|
|
31
Vanguard Dividend Appreciation ETF
VIG
$110B
| $850K | 0.26% |
3,938
-182
| -4% | -$38.2K |
2025 Q1
2 quarters
|
|
32
Berkshire Hathaway Class B
BRK.B
$1.08T
| $726K | 0.22% |
1,444
| – | – |
2025 Q1
2 quarters
|
|
33
Broadcom
AVGO
$1.73T
| $700K | 0.21% |
2,123
+4
| +0.2% | +$1.23K |
2025 Q1
2 quarters
|
|
34
Home Depot
HD
$281B
| $655K | 0.2% |
1,617
+3
| +0.2% | +$1.18K |
2025 Q1
2 quarters
|
|
35
ExxonMobil
XOM
$675B
| $652K | 0.2% |
5,782
+16
| +0.3% | +$1.78K |
2025 Q1
2 quarters
|
|
36
CRH
CRH
$54.2B
| $638K | 0.19% |
5,325
+18
| +0.3% | +$1.9K |
2025 Q1
2 quarters
|
|
37
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
| $562K | 0.17% |
2,961
+12
| +0.4% | +$2.24K |
2025 Q1
2 quarters
|
|
38
M&T Bank
MTB
$31.8B
| $536K | 0.16% |
2,711
-116
| -4% | -$22.8K |
2025 Q1
2 quarters
|
|
39
John Hancock Multifactor Mid Cap ETF
JHMM
$5.98B
| $515K | 0.16% |
7,960
| – | – |
2025 Q1
2 quarters
|
|
40
NVIDIA
NVDA
$5.71T
| $487K | 0.15% |
2,610
+3
| +0.1% | +$523 |
2025 Q1
2 quarters
|
|
41
Independent Bank
INDB
$3.76B
| $389K | 0.12% |
5,626
+38
| +0.7% | +$2.58K |
2025 Q1
2 quarters
|
|
42
GE Aerospace
GE
$319B
| $379K | 0.12% |
1,259
+1
| +0.1% | +$273 |
2025 Q1
2 quarters
|
|
43
Walmart Inc
WMT
$831B
| $367K | 0.11% |
3,560
-237
| -6% | -$23.6K |
2025 Q1
2 quarters
|
|
44
Toronto Dominion Bank
TD
$192B
| $323K | 0.1% |
4,046
| – | – |
2025 Q1
2 quarters
|
|
45
Fidelity MSCI Real Estate Index ETF
FREL
$1.35B
| $315K | 0.1% |
11,339
+3
| +0% | +$83 |
2025 Q1
2 quarters
|
|
46
iShares 0-5 Year TIPS Bond ETF
STIP
$16.4B
| $278K | 0.08% |
2,692
-2,533
| -48% | -$261K |
2025 Q1
2 quarters
|
|
47
Tesla
TSLA
$1.49T
| $271K | 0.08% |
+609
| New | +$211K |
2025 Q3
0 quarters
|
|
48
AT&T
T
$165B
| $262K | 0.08% |
9,295
+42
| +0.5% | +$1.19K |
2025 Q1
2 quarters
|
|
49
JPMorgan Chase
JPM
$884B
| $261K | 0.08% |
828
+72
| +10% | +$21.4K |
2025 Q2
1 quarter
|
|
50
Verizon
VZ
$190B
| $240K | 0.07% |
5,457
+24
| +0.4% | +$1.04K |
2025 Q1
2 quarters
|
|
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Independence Financial Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Independence Financial Advisors held 55 positions worth $328M, up 28% from $257M the previous quarter. Its ten largest holdings account for 57% of the portfolio.
Independence Financial Advisors deployed $54.8M of net new capital in Q3 2025, opening 4 new positions and adding to 33 existing holdings. Its largest new stake was Tesla: 609 shares worth $271K.
By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, up from 96% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares Core 1-5 Year USD Bond ETF, an estimated $5.84M trimmed.
- Independence Financial Advisors's largest Q3 2025 buy was Tesla: 609 shares worth $271K.
- Independence Financial Advisors added most to Fidelity MSCI Utilities Index ETF in Q3 2025, an estimated $10.1M increase.
- Independence Financial Advisors's biggest Q3 2025 reduction was iShares Core 1-5 Year USD Bond ETF, cutting an estimated $5.84M.
- Independence Financial Advisors fully exited Ansys in Q3 2025, selling an estimated $860K.
- Independence Financial Advisors's ten largest holdings make up 57% of its $328M portfolio in Q3 2025.
- Independence Financial Advisors opened 4 new positions and closed 2 in Q3 2025.
- Independence Financial Advisors's portfolio value rose 28% quarter-over-quarter to $328M.
Based on Independence Financial Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.