IF
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Independence Financial Advisors, LLC13F | |
Independence Financial Advisors, LLC | |
Last update 2025-05-08 | 47 Stocks (0 new) |
Value $263.00 Mil | Turnover 0 % |
Independence Financial Advisor... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSG | ISHARES TRUST | 493,711 | 62,740.7 | 0% | 23.850 | 0% | 0.320 | +26.54% | +10.13% | 23,728.0 | ||
IUSV | ISHARES TRUST | 374,405 | 34,553.8 | 0% | 13.140 | 0% | 0.170 | +12.43% | +5.07% | 21,272.3 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 153,215 | 14,612.1 | 0% | 5.560 | 0% | 0.040 | +1.79% | +4.73% | 34,969.9 | ||
ISTB | iShares Core 1-5 Year USD Bond ETF | 268,805 | 12,996.7 | 0% | 4.940 | 0% | 0.290 | +1.75% | +3.73% | 4,427.7 | ||
FALN | iShares Fallen Angels USD Bond ETF | 446,140 | 11,952.1 | 0% | 4.540 | 0% | 0.700 | +6.38% | +4.62% | 1,843.5 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 109,242 | 11,873.5 | 0% | 4.510 | 0% | 0.040 | +4.11% | +4.33% | 27,253.9 | ||
TIP | iShares TIPS Bond ETF | 104,420 | 11,600.0 | 0% | 4.410 | 0% | 0.080 | +2.21% | +5.11% | 13,804.0 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 93,907 | 11,093.7 | 0% | 4.220 | 0% | 0.070 | +1.39% | +4.35% | 15,728.6 | ||
FTEC |
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
| 61,128 | 9,858.1 | 0% | 3.750 | 0% | 0.090 | +35.07% | +9.62% | 13,850.8 | ||
FNCL | Fidelity MSCI Financials Index ETF | 139,669 | 9,709.8 | 0% | 3.690 | 0% | 0.460 | +14.56% | +9.94% | 2,306.6 |
Independence Financial Advisors, LLC's Historical Top Holdings Breakdowns
Independence Financial Advisors, LLC Total Holding History ($B)
Independence Financial Advisors, LLC's Asset Allocation
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
Independence Financial Advisors, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Independence Financial Advisors, LLC's Holdings Heat Map
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