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
$414M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.92M
3
+$3.49M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.99M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.12M

Top Sells

1
+$14.2M
2
+$12.8M
3
+$12.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$5.74M
5
VSS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42K 0.01%
+1,209
127
$41K 0.01%
+380
128
$37K 0.01%
+452
129
$32K 0.01%
+519
130
$27K 0.01%
+500
131
$27K 0.01%
+2,124
132
$27K 0.01%
+92
133
$26K 0.01%
+382
134
$23K 0.01%
+852
135
$21K 0.01%
+152
136
$20K ﹤0.01%
+181
137
$17K ﹤0.01%
+132
138
$17K ﹤0.01%
+640
139
$16K ﹤0.01%
+86
140
$12K ﹤0.01%
+200
141
$12K ﹤0.01%
+210
142
$11K ﹤0.01%
+85
143
$9K ﹤0.01%
1,142
144
$8K ﹤0.01%
20,000
145
$8K ﹤0.01%
+194
146
$7K ﹤0.01%
+58
147
$7K ﹤0.01%
+187
148
$7K ﹤0.01%
+428
149
$7K ﹤0.01%
+59
150
$6K ﹤0.01%
+33
3 4 5
6
7