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
$251M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.5M
3
+$1.19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$932K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$523K

Top Sells

1
+$428K
2
+$313K
3
+$273K
4
VZ icon
Verizon
VZ
+$218K
5
CELG
Celgene Corp
CELG
+$205K

Sector Composition

1 Consumer Staples 1.97%
2 Healthcare 1.89%
3 Financials 1.75%
4 Consumer Discretionary 1.59%
5 Materials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,536
77
– –
-3,063
78
– –
-4,481
79
– –
-1,650
1 2 3
4