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
51
$284K 0.13%
+27,975
52
$278K 0.13%
189
53
$276K 0.13%
+1,909
54
$274K 0.13%
2,389
+672
55
$271K 0.13%
+2,510
56
$262K 0.12%
5,000
57
$258K 0.12%
4,970
+1,333
58
$256K 0.12%
+3,252
59
$251K 0.12%
5,314
+1,250
60
$242K 0.11%
+2,695
61
$240K 0.11%
+5,413
62
$235K 0.11%
+1,828
63
$231K 0.11%
6,500
64
$231K 0.11%
+3,300
65
$225K 0.11%
+2,023
66
$225K 0.11%
1,525
+141
67
$220K 0.1%
2,268
+195
68
$209K 0.1%
+3,439
69
$209K 0.1%
1,656
+66
70
$192K 0.09%
25,000
+5,000
71
$121K 0.06%
+11,027
72
$68K 0.03%
+16,597
73
$46K 0.02%
2,557
74
$9K ﹤0.01%
+10,159
75
– –
-2,106
1 2
3
4