Independence Wealth Advisors, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2020, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2020-12-31, active share 98.1%; sector active share 63.9% against the combined 13F book's sector weights.
Over time 4 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
14 tracked positions · as of Dec 31, 2020 · Δ vs Sep 30, 2020Portfolio Trend
Sector Breakdown
As of Dec 31, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 37.1% | $649,903 |
| Real Estate | 29.1% | $509,093 |
| Financial Services | 19.9% | $347,805 |
| Technology | 13.9% | $244,088 |
| Unclassified | 0.0% | $0 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | −1,043 | 34,337 | $0 | |
| SBUX | Starbucks Corp | −496 | 6,075 | $649,903 | |
| IWF | iShares Russell 1000 Growth ETF | −232 | 30,386 | $0 | |
| IJR | iShares Core S&P Small-Cap ETF | −149 | 21,774 | $0 | |
| IVE | iShares S&P 500 Value ETF | −5 | 7,521 | $0 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DGRO | iShares Core Dividend Growth ETF | 4,634 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 6,075 | $649,903 | 37.12% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Held | 7,213 | $509,093 | 29.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,500 | $347,805 | 19.86% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Held | 2,322 | $244,088 | 13.94% | |
| DGRO |
iShares Core Dividend Growth ETF
|
NEW | 4,634 | $0 | 0.00% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 79,270 | $0 | 0.00% | |
| IEMG |
iShares Trust
|
Held | 25,700 | $0 | 0.00% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 34,337 | $0 | 0.00% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 21,774 | $0 | 0.00% | |
| IVE |
iShares S&P 500 Value ETF
|
Reduced | 7,521 | $0 | 0.00% | |
| IVW |
iShares S&P 500 Growth ETF
|
Added | 172,421 | $0 | 0.00% | |
| IWD |
iShares Russell 1000 Value ETF
|
Added | 44,494 | $0 | 0.00% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Reduced | 30,386 | $0 | 0.00% | |
| MUB |
iShares National Muni Bond ETF
|
Held | 2,531 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.