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
$213M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.89M
3
+$1.68M
4
CPB icon
Campbell Soup
CPB
+$1.36M
5
MCD icon
McDonald's
MCD
+$981K

Top Sells

1
+$531K
2
+$505K
3
+$268K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$258K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$258K

Sector Composition

1 Healthcare 2.98%
2 Consumer Staples 2.05%
3 Materials 1.58%
4 Financials 1.55%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$965K 0.45%
9,877
+993
27
$882K 0.41%
+11,901
28
$828K 0.39%
13,899
+466
29
$821K 0.39%
+9,401
30
$756K 0.36%
13,123
+7,913
31
$738K 0.35%
6,244
+2,150
32
$699K 0.33%
11,204
-534
33
$630K 0.3%
6,354
34
$584K 0.27%
6,733
35
$566K 0.27%
3,393
+1,888
36
$521K 0.24%
13,400
+800
37
$497K 0.23%
12,360
+60
38
$496K 0.23%
3,493
+529
39
$493K 0.23%
9,148
+98
40
$463K 0.22%
7,327
+2,546
41
$462K 0.22%
+4,493
42
$440K 0.21%
+10,398
43
$422K 0.2%
6,685
+1,672
44
$397K 0.19%
4,591
+700
45
$382K 0.18%
+4,110
46
$354K 0.17%
+1,300
47
$318K 0.15%
2,091
+497
48
$305K 0.14%
3,693
+6
49
$299K 0.14%
1,375
-80
50
$296K 0.14%
12,324
+684
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