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
$390M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$5.6M
3
+$5.04M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.58M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$572K

Top Sells

1
+$535K
2
+$357K
3
+$285K
4
CELG
Celgene Corp
CELG
+$255K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$251K

Sector Composition

1 Technology 1.88%
2 Consumer Discretionary 1.56%
3 Healthcare 1.56%
4 Financials 1.35%
5 Materials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.47%
44,160
+1,102
27
$1.69M 0.43%
10,867
-323
28
$1.46M 0.37%
35,264
-62
29
$1.41M 0.36%
11,732
-187
30
$1.36M 0.35%
31,643
-591
31
$1.33M 0.34%
15,192
-3
32
$1M 0.26%
11,803
+43
33
$949K 0.24%
18,930
34
$926K 0.24%
12,917
+500
35
$872K 0.22%
6,259
+418
36
$872K 0.22%
15,184
37
$864K 0.22%
4,980
+164
38
$844K 0.22%
21,068
-1,220
39
$808K 0.21%
5,999
40
$787K 0.2%
8,628
41
$779K 0.2%
14,420
+700
42
$771K 0.2%
14,240
+880
43
$704K 0.18%
9,187
+263
44
$691K 0.18%
4,946
+444
45
$672K 0.17%
8,403
+399
46
$665K 0.17%
25,776
47
$661K 0.17%
3,587
+67
48
$643K 0.16%
2,182
-1,212
49
$620K 0.16%
4,984
+310
50
$572K 0.15%
2,161
+175
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