IA
Independence Advisors Portfolio holdings
AUM
$466M
This Quarter Return
-10.84%
1 Year Return
+11.32%
3 Year Return
+24.45%
5 Year Return
–
10 Year Return
–
AUM
$301M
AUM Growth
+$301M
(-10%)
Cap. Flow
+$2.56M
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
72.24%
Holding
98
New
5
Increased
21
Reduced
41
Closed
10
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$3.56M |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$2.46M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$2.27M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$2.22M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$2.15M |
Top Sells
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$4.7M |
| 2 |
Vanguard Value ETF
VTV
|
$3.73M |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$3.39M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.44M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.2M |
Sector Composition
| 1 | Healthcare | 1.75% |
| 2 | Consumer Discretionary | 1.6% |
| 3 | Technology | 1.51% |
| 4 | Financials | 1.46% |
| 5 | Materials | 1.09% |
