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
$313M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.29M
3
+$2.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.1M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$927K

Top Sells

1
+$827K
2
+$689K
3
+$562K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$479K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$471K

Sector Composition

1 Healthcare 1.55%
2 Financials 1.53%
3 Technology 1.44%
4 Consumer Discretionary 1.41%
5 Materials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.07%
+1,848
77
$203K 0.06%
+5,269
78
$162K 0.05%
20,597
79
$112K 0.04%
11,027
80
$8K ﹤0.01%
+1,142
81
– –
-5,937
1 2 3
4