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
$328M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.89M
3
+$7.82M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.65M

Top Sells

1
+$5.84M
2
+$2.16M
3
+$1.4M
4
ANSS
Ansys
ANSS
+$860K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$606K

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
1
$31.9M 9.7%
774,768
-55,588
2
$30.7M 9.36%
916,296
+42,765
3
$18.7M 5.69%
167,706
+55,522
4
$18.5M 5.63%
191,564
+70,895
5
$18.3M 5.57%
152,913
+55,867
6
$17.3M 5.28%
78,035
+18,759
7
$15.9M 4.84%
285,386
+110,834
8
$12.7M 3.87%
114,232
+4,949
9
$12.5M 3.82%
451,249
+287,244
10
$12M 3.64%
119,689
-6,226
11
$11.8M 3.6%
118,255
+83,886
12
$11.4M 3.47%
160,321
+13,880
13
$11.2M 3.4%
146,296
+1,891
14
$10.9M 3.32%
192,868
+185,792
15
$10.9M 3.31%
132,727
+48,777
16
$10.7M 3.27%
65,217
-8,943
17
$10.5M 3.19%
296,478
+4,263
18
$7.41M 2.26%
151,705
-120,132
19
$7.1M 2.16%
85,525
-4,386
20
$6.12M 1.86%
59,497
+903
21
$6.1M 1.86%
63,635
+3,276
22
$5.97M 1.82%
248,551
+15,855
23
$5.81M 1.77%
183,828
+82,833
24
$4.01M 1.22%
28,339
+1,251
25
$3.06M 0.93%
9,326
+28
1
2 3