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
$390M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$5.6M
3
+$5.04M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.58M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$572K

Top Sells

1
+$535K
2
+$357K
3
+$285K
4
CELG
Celgene Corp
CELG
+$255K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$251K

Sector Composition

1 Technology 1.88%
2 Consumer Discretionary 1.56%
3 Healthcare 1.56%
4 Financials 1.35%
5 Materials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.07%
22,710
77
$266K 0.07%
1,779
78
$263K 0.07%
1,588
+54
79
$259K 0.07%
4,538
+887
80
$256K 0.07%
5,412
-91
81
$252K 0.06%
1,031
+63
82
$249K 0.06%
5,193
+913
83
$247K 0.06%
132
+4
84
$244K 0.06%
5,147
-1,274
85
$241K 0.06%
2,864
+333
86
$233K 0.06%
+2,123
87
$228K 0.06%
+1,713
88
$223K 0.06%
+4,072
89
$221K 0.06%
+755
90
$221K 0.06%
4,184
+16
91
$219K 0.06%
1,930
-230
92
$217K 0.06%
1,783
93
$214K 0.05%
+1,910
94
$213K 0.05%
2,734
95
$212K 0.05%
+1,848
96
$208K 0.05%
+3,408
97
$202K 0.05%
+1,260
98
$200K 0.05%
+1,037
99
$131K 0.03%
26,597
+6,000
100
$125K 0.03%
11,027
1 2 3
4
5