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

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
76
-2,000