IA
Independence Advisors Portfolio holdings
AUM
$466M
This Quarter Return
+3.48%
1 Year Return
+11.32%
3 Year Return
+24.45%
5 Year Return
–
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(+12%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
7.48%
Top 10 Holdings %
Top 10 Hldgs %
76.16%
Holding
76
New
22
Increased
34
Reduced
12
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.51M |
| 2 |
BMTC
Bryn Mawr Bank Corp
BMTC
|
$1.89M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.68M |
| 4 |
Campbell Soup
CPB
|
$1.36M |
| 5 |
McDonald's
MCD
|
$981K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| – | – |
-2,106
| Closed | -$258K |
|