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
-$394K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$860K
3
+$548K
4
WSFS icon
WSFS Financial
WSFS
+$424K
5
AMZN icon
Amazon
AMZN
+$275K

Top Sells

1
+$8.72M
2
+$882K
3
+$624K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$569K
5
RAI
Reynolds American Inc
RAI
+$336K

Sector Composition

1 Financials 1.88%
2 Consumer Discretionary 1.79%
3 Healthcare 1.68%
4 Consumer Staples 1.45%
5 Materials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-82,418
77
– –
-1,108
78
– –
-2,278
79
– –
-5,161
1 2 3
4