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Home > Institutional Investor > Independence Financial Advisors, Llc > Profile

Instuitional Investor - Independence Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Independence Financial Advisors, Llc
Portfolio Value $263,039,611
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 493,711 $62,740,729 23.85%
2.
Ishares Trust
 IEF 374,405 $34,553,809 13.14%
3.
Ishares Trust
 IEF 153,215 $14,612,096 5.56%
4.
Ishares Tr
 268,805 $12,996,735 4.94%
5.
Ishares Tr
 446,140 $11,952,099 4.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)