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
-$394K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$860K
3
+$548K
4
WSFS icon
WSFS Financial
WSFS
+$424K
5
AMZN icon
Amazon
AMZN
+$275K

Top Sells

1
+$8.72M
2
+$882K
3
+$624K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$569K
5
RAI
Reynolds American Inc
RAI
+$336K

Sector Composition

1 Financials 1.88%
2 Consumer Discretionary 1.79%
3 Healthcare 1.68%
4 Consumer Staples 1.45%
5 Materials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.43%
11,504
27
$1.06M 0.42%
32,057
+1,751
28
$763K 0.3%
10,294
-38
29
$763K 0.3%
10,246
30
$762K 0.3%
5,860
-352
31
$717K 0.29%
6,214
32
$717K 0.29%
8,749
-475
33
$630K 0.25%
3,381
34
$554K 0.22%
6,667
35
$512K 0.2%
28,317
+486
36
$497K 0.2%
4,232
37
$497K 0.2%
8,129
-2,126
38
$496K 0.2%
5,577
-1,047
39
$480K 0.19%
4,325
40
$465K 0.19%
4,720
+578
41
$440K 0.18%
6,940
-281
42
$424K 0.17%
+8,692
43
$420K 0.17%
3,628
+242
44
$420K 0.17%
9,340
-67
45
$395K 0.16%
3,752
+45
46
$365K 0.15%
1,443
+42
47
$338K 0.13%
1,331
48
$310K 0.12%
1,896
+46
49
$310K 0.12%
5,000
50
$304K 0.12%
5,122
+1
1
2
3 4