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
$437M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$3.37M
3 +$2.99M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$694K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$591K

Sector Composition

1 Technology 2.24%
2 Healthcare 1.5%
3 Consumer Discretionary 1.31%
4 Financials 0.93%
5 Materials 0.84%