IA
Independence Advisors Portfolio holdings
AUM
$466M
This Quarter Return
+7.36%
1 Year Return
+11.32%
3 Year Return
+24.45%
5 Year Return
–
10 Year Return
–
AUM
$466M
AUM Growth
+$466M
(+6.7%)
Cap. Flow
+$3.29M
Cap. Flow
% of AUM
0.71%
Top 10 Holdings %
Top 10 Hldgs %
72.72%
Holding
175
New
11
Increased
38
Reduced
47
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$4.82M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.56M |
| 3 |
Vanguard Value ETF
VTV
|
$2.49M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$567K |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$299K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$3.18M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.85M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$1.22M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$315K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$306K |
Sector Composition
| 1 | Technology | 2.33% |
| 2 | Healthcare | 1.53% |
| 3 | Consumer Discretionary | 1.52% |
| 4 | Financials | 1% |
| 5 | Materials | 0.86% |
