IFA

Independence Financial Advisors Portfolio holdings

AUM $364M
1-Year Est. Return 12.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
-$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$26.8M
3
+$9.72M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$5.51M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.49M

Top Sells

1
+$63.1M
2
+$23.5M
3
+$7.67M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$7.66M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.12M

Sector Composition

1 Technology 1.78%
2 Financials 0.9%
3 Energy 0.24%
4 Consumer Discretionary 0.23%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.08%
566
-17
52
– –
-941
1 2
3