Independence Financial Advisors, LLC - Portfolio overview

Independence Financial Advisors, LLC has 56 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. FELG - FIDELITY COVINGTON TRUST, 12.87%
2. FELV - FIDELITY COVINGTON TRUST, 9.35%
3. IEF - ISHARES TR, 5.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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