IFA
Independence Financial Advisors Portfolio holdings
AUM
$328M
1 Year Est. Return
–
AUM
$257M
AUM Growth
-$5.91M
(-2.2%)
Holding
52
Top Buys
| 1 | +$28.7M | |
| 2 | +$26.8M | |
| 3 | +$9.72M | |
| 4 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
+$5.51M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$5.49M |
Top Sells
| 1 | +$63.1M | |
| 2 | +$23.5M | |
| 3 | +$7.67M | |
| 4 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$7.66M |
| 5 |
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
Visa
V
$674B
| $201K | 0.08% |
566
-17
|
|
||
52
Tesla
TSLA
$1.44T
| – | – |
-941
|
|