INDEPENDENCE WEALTH ADVISORS, INC.

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Independence Wealth Advisors is based out of Mclean. Independence Wealth Advisors is a large advisory firm with 124 clients and discretionary assets under management (AUM) of $147,001,809 (Form ADV from 2020-06-08). Their last reported 13F filing for Q2 2020 included $41,565,000 in managed 13F securities and a top 10 holdings concentration of 89.97%. Independence Wealth Advisors's largest holding is iShares S&P 500 Growth ETF with shares held of 43,946. Whalewisdom has at least 11 13F filings

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06/30/2020

13F Activity

  • Market Value $41.565 Million
  • Prior Market Value $83.192 Million
  • New Purchases0 stocks
  • Additional Purchases3 stocks
  • Sold out of3 stocks
  • Reduced holdings in14 stocks
  • Top 10 Holdings % 89.97 %
  • Turnover % [1]:15.79%
  • Turnover Alt % [2]: 119.68 %
  • Time Held Top20:8.26 quarters
  • Time Held Top10:6.50 quarters
  • Time Held All:8.95 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 18.22%
Performance Last 4 Quarters: -4.21%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

INDEPENDENCE WEALTH ADVISORS INC.
6723 WHITTIER AVE. SUITE 200
MCLEAN VA    22101
Country: United States

Business Phone: 703-752-6000
Fax: 703-752-6015
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 124
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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INDEPENDENCE WEALTH ADVISORS INC.

ownership team - last updated 2020-06-08
Name Title Start Date Direct/Indirect % Ownership
DUFFY, KATHLEEN, ELIZABETH PRESIDENT & CHIEF COMPLIANCE OFFICER 01/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
JLM ASSOCIATES, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2007-01-01
IFOCUS FINANCIAL, LLC CHIEF COMPLIANCE OFFICER/CO-MANAGING MEMBER direct 2010-11-01

INDEPENDENCE WEALTH ADVISORS INC.

ownership team - last updated 2020-03-28
Name Title Start Date Direct/Indirect % Ownership

INDEPENDENCE WEALTH ADVISORS INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
DUFFY, KATHLEEN, ELIZABETH PRESIDENT & CHIEF COMPLIANCE OFFICER 01/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
JLM ASSOCIATES, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2007-01-01
IFOCUS FINANCIAL, LLC CHIEF COMPLIANCE OFFICER/CO-MANAGING MEMBER direct 2010-11-01

INDEPENDENCE WEALTH ADVISORS INC.

ownership team - last updated 2017-09-28
Name Title Start Date Direct/Indirect % Ownership
DUFFY, KATHLEEN, ELIZABETH PRESIDENT & CHIEF COMPLIANCE OFFICER 01/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
JLM ASSOCIATES, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2007-01-01
IFOCUS FINANCIAL, LLC CHIEF COMPLIANCE OFFICER/CO-MANAGING MEMBER direct 2010-11-01

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