IA

Independence Advisors Portfolio holdings

AUM $466M
1-Year Est. Return 11.32%
This Fund
S&P 500
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
+$25.8M
2
+$25.6M
3
+$24.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$22.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$19.8M

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
51
$203K 0.11%
+1,384
52
$203K 0.11%
+3,637
53
$140K 0.07%
+20,000
54
$46K 0.02%
+2,557
1 2
3