IFA
Independence Financial Advisors Portfolio holdings
AUM
$328M
1 Year Est. Return
–
AUM
$328M
AUM Growth
+$71.2M
(+28%)
Holding
55
Top Buys
| 1 | +$10.5M | |
| 2 | +$8.39M | |
| 3 | +$7.98M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$6.84M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$6.68M |
Top Sells
| 1 | +$5.87M | |
| 2 | +$2.29M | |
| 3 | +$1.47M | |
| 4 |
ANSS
Ansys
ANSS
|
+$860K |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$622K |
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 | |
|---|---|---|---|---|---|---|
51
Vanguard Information Technology ETF
VGT
$112B
| $221K | 0.07% |
+296
|
|
||
52
RTX Corp
RTX
$240B
| $211K | 0.06% |
+1,261
|
|
||
53
Alphabet (Google) Class C
GOOG
$3.15T
| $206K | 0.06% |
+846
|
|
||
54
Visa
V
$674B
| – | – |
-566
|
|
||
|
ANSS
55
DELISTED
Ansys
ANSS
| – | – |
-2,448
|
|