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
$336M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.82M
3
+$1.07M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$780K
5
VUG icon
Vanguard Growth ETF
VUG
+$530K

Top Sells

1
+$633K
2
+$496K
3
+$256K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$248K
5
NTRI
NutriSystem, Inc.
NTRI
+$203K

Sector Composition

1 Technology 1.84%
2 Healthcare 1.7%
3 Consumer Discretionary 1.5%
4 Financials 1.31%
5 Materials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$410K 0.12%
8,692
52
$393K 0.12%
6,522
+215
53
$377K 0.11%
8,168
+360
54
$369K 0.11%
1,926
+45
55
$368K 0.11%
11,763
+933
56
$338K 0.1%
6,422
+1,698
57
$328K 0.1%
3,280
+60
58
$322K 0.1%
5,737
+2
59
$313K 0.09%
2,164
+21
60
$311K 0.09%
5,000
61
$298K 0.09%
1,300
62
$295K 0.09%
1,108
63
$295K 0.09%
2,278
64
$280K 0.08%
1,753
-58
65
$277K 0.08%
5,180
+898
66
$275K 0.08%
1,033
+63
67
$268K 0.08%
1,141
+87
68
$267K 0.08%
1,172
69
$265K 0.08%
1,656
+33
70
$263K 0.08%
+7,435
71
$263K 0.08%
22,710
72
$262K 0.08%
+5,084
73
$260K 0.08%
131
+1
74
$254K 0.08%
1,779
75
$248K 0.07%
1,410
+76
1 2
3
4