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
101
$22K 0.01%
20,000
+10,000
102
$8K ﹤0.01%
1,142
103
– –
-18,204
104
– –
-667
105
– –
-2,700
106
– –
-1,651
107
– –
-1,331
1 2 3 4
5