IA
Independence Advisors Portfolio holdings
AUM
$466M
This Quarter Return
+6.77%
1 Year Return
+11.32%
3 Year Return
+24.45%
5 Year Return
–
10 Year Return
–
AUM
$414M
AUM Growth
+$414M
(+0.83%)
Cap. Flow
-$23.8M
Cap. Flow
% of AUM
-5.76%
Top 10 Holdings %
Top 10 Hldgs %
70.56%
Holding
168
New
62
Increased
15
Reduced
56
Closed
7
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$12M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$8.92M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$3.49M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$1.99M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.12M |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$14.2M |
| 2 |
Vanguard Growth ETF
VUG
|
$12.8M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$12.2M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$5.74M |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$2.81M |
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Healthcare | 1.64% |
| 3 | Consumer Discretionary | 1.47% |
| 4 | Financials | 1.33% |
| 5 | Materials | 1.11% |
