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
$362M
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.31M
3
+$3.93M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.59M

Top Sells

1
+$2.58M
2
+$2.56M
3
+$819K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$770K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$626K

Sector Composition

1 Technology 1.8%
2 Healthcare 1.51%
3 Consumer Discretionary 1.36%
4 Financials 0.97%
5 Materials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
68
152
$1K ﹤0.01%
102
+8
153
$1K ﹤0.01%
10
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154
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155
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157
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159
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160
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162
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163
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-4,003
164
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165
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166
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-1,652
167
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168
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