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
$296M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$5.24M
3
+$3.82M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.5M
5
VTV icon
Vanguard Value ETF
VTV
+$1.44M

Top Sells

1
+$614K
2
+$449K
3
+$420K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$346K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$301K

Sector Composition

1 Financials 1.71%
2 Healthcare 1.66%
3 Consumer Discretionary 1.51%
4 Materials 1.26%
5 Consumer Staples 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22K 0.01%
1,142
77
– –
-5,720
78
– –
-3,628
79
– –
-1,959
80
– –
-2,207
81
– –
-2,893
1 2 3
4