IFA
Independence Financial Advisors Portfolio holdings
AUM
$364M
1-Year Est. Return
12.4%
This Fund
S&P 500
1 Year Est. Return
+12.4%
AUM
$364M
AUM Growth
+$35.5M
(+11%)
Holding
55
Top Buys
| 1 | +$22.3M | |
| 2 | +$1.14M | |
| 3 | +$1.11M | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$840K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$788K |
Top Sells
| 1 | +$333K | |
| 2 | +$129K | |
| 3 | +$106K | |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$99.9K |
| 5 |
NVIDIA
NVDA
|
+$98.1K |
Sector Composition
| 1 | Technology | 1.05% |
| 2 | Financials | 0.99% |
| 3 | Industrials | 0.23% |
| 4 | Consumer Discretionary | 0.23% |
| 5 | Communication Services | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AT&T
T
$191B
| $229K | 0.06% |
9,223
-72
|
|
||
52
Vanguard Information Technology ETF
VGT
$111B
| $223K | 0.06% |
296
|
|
||
53
Verizon
VZ
$195B
| $220K | 0.06% |
5,411
-46
|
|
||
54
GE Vernova
GEV
$210B
| $206K | 0.06% |
+315
|
|
||
55
Visa
V
$638B
| $201K | 0.06% |
+572
|
|