IA
Independence Advisors Portfolio holdings
AUM
$466M
This Quarter Return
-17.55%
1 Year Return
+11.32%
3 Year Return
+24.45%
5 Year Return
–
10 Year Return
–
AUM
$362M
AUM Growth
+$362M
(-12%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
6.44%
Top 10 Holdings %
Top 10 Hldgs %
73.87%
Holding
168
New
7
Increased
49
Reduced
45
Closed
15
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$11.4M |
| 2 |
Vanguard Growth ETF
VUG
|
$4.31M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$3.93M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$3.9M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$3.59M |
Top Sells
Sector Composition
| 1 | Technology | 1.8% |
| 2 | Healthcare | 1.51% |
| 3 | Consumer Discretionary | 1.36% |
| 4 | Financials | 0.97% |
| 5 | Materials | 0.82% |
