IF

Independence Financial Advisors, LLC

13F
Independence Financial Advisors, LLC
Last update 2025-05-08 47 Stocks (0 new)
Value $263.00 Mil Turnover 0 %
Countries:
Independence Financial Advisor... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IUSG
ISHARES TRUST
493,711
62,740.7
0%
23.850
0%
0.320
+26.54%
+10.13%
23,728.0
 
IUSV
ISHARES TRUST
374,405
34,553.8
0%
13.140
0%
0.170
+12.43%
+5.07%
21,272.3
 
IEF
iShares 7-10 Year Treasury Bond ETF
153,215
14,612.1
0%
5.560
0%
0.040
+1.79%
+4.73%
34,969.9
 
ISTB
iShares Core 1-5 Year USD Bond ETF
268,805
12,996.7
0%
4.940
0%
0.290
+1.75%
+3.73%
4,427.7
 
FALN
iShares Fallen Angels USD Bond ETF
446,140
11,952.1
0%
4.540
0%
0.700
+6.38%
+4.62%
1,843.5
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
109,242
11,873.5
0%
4.510
0%
0.040
+4.11%
+4.33%
27,253.9
 
TIP
iShares TIPS Bond ETF
104,420
11,600.0
0%
4.410
0%
0.080
+2.21%
+5.11%
13,804.0
 
IEI
iShares 3-7 Year Treasury Bond ETF
93,907
11,093.7
0%
4.220
0%
0.070
+1.39%
+4.35%
15,728.6
 
FTEC
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
61,128
9,858.1
0%
3.750
0%
0.090
+35.07%
+9.62%
13,850.8
 
FNCL
Fidelity MSCI Financials Index ETF
139,669
9,709.8
0%
3.690
0%
0.460
+14.56%
+9.94%
2,306.6
 

Independence Financial Advisors, LLC's Historical Top Holdings Breakdowns

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Independence Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Independence Financial Advisors, LLC's Hypothetical Growth since 2025-03-31

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