Independence Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$3.43M |
| 2 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$1.31M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$245K |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$188K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$27.4K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$3.73M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.51M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.28M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$736K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$688K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 0.9% |
| 2 | Real Estate | 0.89% |
| 3 | Financials | 0.33% |
| 4 | Healthcare | 0% |
| 5 | Industrials | 0% |
Similar funds
Independence Wealth Advisors's Q3 2019 Portfolio in Review
As of Q3 2019, Independence Wealth Advisors held 27 positions worth $94.8M, down 6.5% from $101M the previous quarter. Its ten largest holdings account for 79% of the portfolio.
Independence Wealth Advisors withdrew a net $6.82M in Q3 2019, closing 6 positions and reducing 13 holdings. Its most notable exit was iShares Core 1-5 Year USD Bond ETF, an estimated $3.73M position sold in full.
By sector, the portfolio is most concentrated in Consumer Discretionary at 0.9% of assets, up from 0.79% a quarter earlier, followed by Real Estate and Financials.
Against the trend, Independence Wealth Advisors opened a new position in iShares Intermediate Government/Credit Bond ETF worth $3.44M.
- Independence Wealth Advisors's largest Q3 2019 buy was iShares Intermediate Government/Credit Bond ETF: 30,418 shares worth $3.44M.
- Independence Wealth Advisors added most to iShares Core Dividend Growth ETF in Q3 2019, an estimated $245K increase.
- Independence Wealth Advisors's biggest Q3 2019 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $1.51M.
- Independence Wealth Advisors fully exited iShares Core 1-5 Year USD Bond ETF in Q3 2019, selling an estimated $3.73M.
- Independence Wealth Advisors's ten largest holdings make up 79% of its $94.8M portfolio in Q3 2019.
- Independence Wealth Advisors opened 2 new positions and closed 6 in Q3 2019.
- Independence Wealth Advisors's portfolio value fell 6.5% quarter-over-quarter to $94.8M.
Based on Independence Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.