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
51
$539K 0.14%
3,593
-541
52
$531K 0.14%
1,460
+108
53
$506K 0.13%
11,961
+1,121
54
$501K 0.13%
9,995
55
$453K 0.12%
12,309
+423
56
$449K 0.12%
2,158
+144
57
$447K 0.11%
5,379
58
$424K 0.11%
+15,721
59
$419K 0.11%
8,222
+1,174
60
$385K 0.1%
5,291
+236
61
$367K 0.09%
1,108
62
$359K 0.09%
8,692
63
$346K 0.09%
1,656
64
$341K 0.09%
2,280
+2
65
$328K 0.08%
3,460
-500
66
$318K 0.08%
10,951
+851
67
$312K 0.08%
1,787
+107
68
$306K 0.08%
1,172
69
$305K 0.08%
1,154
+25
70
$304K 0.08%
1,740
71
$297K 0.08%
1,300
72
$290K 0.07%
5,084
73
$287K 0.07%
1,269
+69
74
$285K 0.07%
2,176
+290
75
$279K 0.07%
2,115
-12
1 2
3
4 5