StockDriftsStockDriftsTop 50 Independence Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FELG | FIDELITY COVINGTON TRUST | 14.33% | 1.27M | $47.7M | -2.84%(-37.26K) | $37.14(+14.95%) | 2026-03-31 | |
| FELV | FIDELITY COVINGTON TRUST | 10.41% | 993.5K | $34.7M | +4.68%(+44.38K) | $31.43(+21.34%) | 2026-03-31 | |
| IEF | ISHARES TR | 5.88% | 205.4K | $19.6M | +2.89%(+5.77K) | $94.82(-0.30%) | 2026-03-31 | |
| IEI | ISHARES TR | 5.81% | 163.3K | $19.4M | +2.37%(+3.79K) | $117.93(-0.20%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 5.05% | 304.4K | $16.8M | +3.12%(+9.21K) | $51.68(+13.67%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 4.67% | 74.8K | $15.6M | -6.84%(-5.49K) | $183.06(+39.23%) | 2026-03-31 | |
| TIP | ISHARES TR | 4.02% | 121.4K | $13.4M | +2.32%(+2.75K) | $109.05(+1.85%) | 2026-03-31 | |
| ICVT | ISHARES TR | 3.79% | 124.2K | $12.6M | +0.71%(+875) | $91.71(+26.38%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.71% | 28.7K | $12.4M | +916.37%(+25.91K) | $398.85(+4.87%) | 2026-03-31 | |
| FCOM | FIDELITY COVINGTON TRUST | 3.48% | 170.4K | $11.6M | +3.50%(+5.76K) | $59.15(+24.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.14% | +12.95% |
| Top 20 Holdings Unweighted | +4.48% | +14.06% |
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