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
51
$336K 0.13%
5,161
52
$299K 0.12%
2,032
+6
53
$297K 0.12%
5,363
54
$291K 0.12%
6,500
55
$289K 0.11%
5,000
56
$288K 0.11%
2,278
57
$288K 0.11%
5,121
58
$284K 0.11%
1,850
-43
59
$274K 0.11%
5,269
60
$273K 0.11%
10,830
61
$263K 0.1%
1,331
-16
62
$253K 0.1%
2,150
-12
63
$251K 0.1%
1,962
-67
64
$246K 0.1%
1,452
65
$238K 0.09%
127
+3
66
$232K 0.09%
1,334
-133
67
$231K 0.09%
1,900
68
$230K 0.09%
1,108
69
$221K 0.09%
4,044
70
$209K 0.08%
1,779
71
$191K 0.08%
20,597
72
$112K 0.04%
11,027
73
$80K 0.03%
10,000
-5,000
74
$36K 0.01%
1,142
75
– –
-8,126
1 2
3
4