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
$303M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$1.12M
3
+$1.04M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.01M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$737K

Top Sells

1
+$1.1M
2
+$326K
3
+$306K
4
NTRI
NutriSystem, Inc.
NTRI
+$277K
5
RPM icon
RPM International
RPM
+$212K

Sector Composition

1 Financials 1.57%
2 Healthcare 1.54%
3 Consumer Discretionary 1.36%
4 Technology 1.23%
5 Materials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$119K 0.04%
11,027
77
– –
-1,545
78
– –
-1,142
79
– –
-4,044
80
– –
-5,269
1 2 3
4