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
$227M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$3.47M
3
+$1.33M
4
VTV icon
Vanguard Value ETF
VTV
+$1.1M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$617K

Top Sells

1
+$397K
2
+$296K
3
+$278K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$276K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$271K

Sector Composition

1 Healthcare 2.37%
2 Financials 1.67%
3 Consumer Staples 1.51%
4 Materials 1.36%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,591
77
– –
-2,695
78
– –
-2,268
79
– –
-3,439
1 2 3
4