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
$251M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.5M
3
+$1.19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$932K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$523K

Top Sells

1
+$428K
2
+$313K
3
+$273K
4
VZ icon
Verizon
VZ
+$218K
5
CELG
Celgene Corp
CELG
+$205K

Sector Composition

1 Consumer Staples 1.97%
2 Healthcare 1.89%
3 Financials 1.75%
4 Consumer Discretionary 1.59%
5 Materials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.55%
9,864
-16
27
$1.02M 0.4%
11,504
+33
28
$1.01M 0.4%
30,306
+33
29
$882K 0.35%
11,901
30
$822K 0.33%
6,212
-27
31
$745K 0.3%
9,224
-100
32
$722K 0.29%
10,332
-872
33
$706K 0.28%
10,246
+57
34
$690K 0.27%
6,214
35
$627K 0.25%
10,255
-680
36
$624K 0.25%
13,740
+220
37
$582K 0.23%
3,381
38
$569K 0.23%
12,240
39
$555K 0.22%
6,667
-80
40
$538K 0.21%
7,221
+34
41
$506K 0.2%
27,831
42
$480K 0.19%
6,624
-51
43
$476K 0.19%
4,325
44
$442K 0.18%
4,232
-209
45
$440K 0.18%
4,142
+32
46
$438K 0.17%
3,386
-122
47
$422K 0.17%
9,407
-266
48
$356K 0.14%
1,300
49
$348K 0.14%
3,707
+75
50
$341K 0.14%
1,401
1
2
3 4