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
$333M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.45M
3
+$1.59M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$864K
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$631K

Top Sells

1
+$19.3M
2
+$13M
3
+$6.02M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.02M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.7M

Sector Composition

1 Financials 0.95%
2 Technology 0.69%
3 Industrials 0.28%
4 Energy 0.28%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.57T
$219K 0.07%
590
-4
FALN icon
52
iShares Fallen Angels USD Bond ETF
FALN
$1.79B
– –
-476,028
LQD icon
53
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
– –
-175,327
NVDA icon
54
NVIDIA
NVDA
$5.32T
– –
-2,084
PFF icon
55
iShares Preferred and Income Securities ETF
PFF
$13.8B
– –
-194,422
V icon
56
Visa
V
$630B
– –
-572
VGT icon
57
Vanguard Information Technology ETF
VGT
$139B
– –
-2,368
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