IFA
Independence Financial Advisors LLC Portfolio
Invests via Independence Financial Advisors LLC | Managed by Michael F. Ventura, Luca D'Italia, Pamela Hannan, Paul W. Gatehouse, Mauricio Trigueros, Glen Moore
Invests via Independence Financial Advisors LLC
Managed by Michael F. Ventura, Luca D'Italia, Pamela Hannan, Paul W. Gatehouse, Mauricio Trigueros, Glen Moore
Automatically Tracked
Company Profile
Independent wealth-management firm Independence Financial Advisors LLC operates as a fee-based registered investment advisor providing financial planning, fiduciary wealth management, retirement planning and institutional advisory services to high-net-worth individuals, families and small institutions. The firm partners with major custodians, offers discretionary portfolio management across equities, fixed income and alternative strategies, and positions itself as an independent, client-centric advisory platform with regional advisor network.
Independent wealth-management firm Independence Financial Advisors LLC operates as a fee-based registered investment advisor providing financial planning, fiduciary wealth management, retirement planning and institutional advisory services to high-net-worth individuals, families and small institutions. The firm partners with major custodians, offers discretionary portfolio management across equities, fixed income and alternative strategies, and positions itself as an independent, client-centric advisory platform with regional advisor network.
Investment Philosophy & Strategy
As an independent, fee-based wealth manager, the firm emphasizes fiduciary, client-centric allocation that blends customized strategic asset allocation with tactical adjustments. It favors diversified portfolios across equities, fixed income and alternatives, using discretionary mandates and third‑party managers to scale solutions for high-net-worth individuals, families and small institutions. Underwriting prioritizes risk-adjusted return, liquidity layering and tax-aware implementation, with a bias toward long-term capital preservation and growth. Regional advisor partnerships support a calibrated, advice-driven distribution and institutionalized compliance framework.
As an independent, fee-based wealth manager, the firm emphasizes fiduciary, client-centric allocation that blends customized strategic asset allocation with tactical adjustments. It favors diversified portfolios across equities, fixed income and alternatives, using discretionary mandates and third‑party managers to scale solutions for high-net-worth individuals, families and small institutions. Underwriting prioritizes risk-adjusted return, liquidity layering and tax-aware implementation, with a bias toward long-term capital preservation and growth. Regional advisor partnerships support a calibrated, advice-driven distribution and institutionalized compliance framework.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
7.75%
Gain
Monthly
0.48%
Yearly
5.93%
Drawdown
12.92%
$381.46M
Equity
Holdings
$381.46M
Investment
$347.01M
$54.56M
Profit -$1.09M
Realized
$20.11M
Unrealized
$34.45M
Dividends
$9.39M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.09M
Win %
65%
This Week
Compared To Last Week
Gain
-1.23%
Profit
-$4.76M
Win %
65%
This Month
Compared to last month
Gain
-1.05%
Profit
-$4.04M
Win %
65%
This Year
Compared to last year
Gain
-1.05%
Profit
-$4.05M
Win %
68%
TRV The Travelers Companies, Inc.
+7.84%
+$17,615.85 
GE General Electric Company
+3.1%
+$11,116.28 
GEV GE Vernova Inc.
+2.37%
+$6,689.82 
RTX RTX Corporation
+1.53%
+$4,683.69 
XOM Exxon Mobil Corporation
+1.36%
+$8,527.82 
GLD SPDR Gold Shares
+0.97%
+$125,004.48 
JPM JPMorgan Chase & Co.
+0.62%
+$8,460.36 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$3,321.89 
FIDU Fidelity MSCI Industrials Index ETF
+0.39%
+$50,440.25 
TD The Toronto-Dominion Bank
+0.31%
+$1,537.48 
FUTY Fidelity MSCI Utilities Index ETF
+0.27%
+$2,756.48 
TIP iShares TIPS Bond ETF
+0.26%
+$52,840.7 
FHLC Fidelity MSCI Health Care Index ETF
+0.23%
+$2,025.9 
IEF iShares 7-10 Year Treasury Bond ETF
+0.21%
+$2,799.42 
FREL Fidelity MSCI Real Estate Index ETF
+0.15%
+$614.92 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.14%
+$9,842.5 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$333 
FLBL Franklin Senior Loan ETF
+0.11%
+$7,472 
IEI iShares 3-7 Year Treasury Bond ETF
+0.09%
+$18,464.25 
FALN iShares Fallen Angels USD Bond ETF
+0.07%
+$5,087.71 
PFF iShares Preferred and Income Securities ETF
+0.05%
+$8,145.24 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.03%
+$2,292.76 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$306.12 
INDB Independent Bank Corp.
-6.64%
-$33,199.86 
MSFT Microsoft Corp.
-2.11%
-$14,060.68 
TSLA Tesla, Inc.
-2.07%
-$4,773.1 
FCOM Fidelity MSCI Communication Services Index ETF
-2.06%
-$276,302.62 
GOOG Alphabet Inc
-1.95%
-$6,171.36 
INTC Intel Corporation
-1.45%
-$2,115 
CRH CRH plc
-1.24%
-$7,043.87 
MTB M&T Bank Corporation
-1.13%
-$7,801.92 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$2,575.04 
IJS iShares S&P Small-Cap 600 Value ETF
-0.88%
-$65,615.34 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.86%
-$109,258.56 
HD The Home Depot, Inc.
-0.79%
-$3,611.82 
IUSG iShares Core S&P U.S. Growth ETF
-0.79%
-$42,656.4 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.64%
-$368,665 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.57%
-$42,880.86 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.54%
-$53,058.4 
FNCL Fidelity MSCI Financials Index ETF
-0.52%
-$4,933.32 
FTEC Fidelity MSCI Information Technology Index ETF
-0.52%
-$199,165.29 
VOO Vanguard S&P 500 ETF
-0.51%
-$9,399.78 
IXUS iShares Core International Stock ETF
-0.49%
-$981.62 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$16,841.57 
FENI Fidelity Enhanced International ETF
-0.47%
-$62,455.85 
JHMM John Hancock Multifactor Mid Cap ETF
-0.34%
-$2,009 
RSP Invesco S&P 500 Equal Weight ETF
-0.33%
-$2,198.84 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.32%
-$15,828.84 
AAPL Apple Inc.
-0.31%
-$2,319.5 
FDVV Fidelity High Dividend ETF
-0.26%
-$37,618.68 
ICVT iShares Convertible Bond ETF
-0.14%
-$22,620.16 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$935.77 
FMAT Fidelity MSCI Materials Index ETF
-0.1%
-$11,254.7 
IUSV iShares Core S&P U.S. Value ETF
-0.09%
-$6,379.5 
FELV Fidelity Enhanced Large Cap Value ETF
-0.02%
-$6,711.1 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 289 | Longs Won 194/289 67% | Profit Factor 10.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $850,088.4 |
| Average Win $309,982.51 | Best Trade (Jun 30) $9.78M | Sharpe Ratio -11.74 |
| Average Loss -$58,712.32 | Worst Trade (Jul 14) -$1.64M | Z-Score 4.4 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3d | Expectancy $188,785.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,494 | 5,844 | 5,195 | 4,545 | 3,896 | 3,247 | 2,597 | 1,948 | 1,299 | 649 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
