IFA
Independence Financial Advisors Portfolio holdings
AUM
$257M
This Quarter Return
-2.25%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$263M
AUM Growth
–
Cap. Flow
+$263M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.61%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.5% |
| 2 | Financials | 0.79% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Energy | 0.26% |
| 5 | Communication Services | 0.2% |
