IA

Independence Advisors Portfolio holdings

AUM $466M
1-Year Est. Return 11.32%
This Quarter Est. Return
1 Year Est. Return
+11.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$25.7M
3
+$25.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$21.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$20.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.68%
2 Materials 1.61%
3 Utilities 0.96%
4 Consumer Discretionary 0.92%
5 Technology 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$609K 0.32%
+6,354
27
$597K 0.31%
+6,733
28
$497K 0.26%
+4,094
29
$490K 0.26%
+9,050
30
$447K 0.23%
+2,964
31
$436K 0.23%
+12,600
32
$433K 0.23%
+12,300
33
$338K 0.18%
+3,891
34
$330K 0.17%
+4,781
35
$310K 0.16%
+5,013
36
$306K 0.16%
+1,455
37
$283K 0.15%
+11,640
38
$273K 0.14%
+3,687
39
$267K 0.14%
+5,210
40
$258K 0.14%
+2,106
41
$241K 0.13%
+5,000
42
$236K 0.12%
+189
43
$231K 0.12%
+1,594
44
$229K 0.12%
+1,505
45
$219K 0.12%
+1,590
46
$219K 0.12%
+4,064
47
$217K 0.11%
+6,500
48
$211K 0.11%
+2,073
49
$205K 0.11%
+2,000
50
$204K 0.11%
+1,717
1
2
3