IAA

Independent Advisor Alliance Portfolio holdings

AUM $3.85B
1-Year Est. Return 28.17%
This Quarter Est. Return
1 Year Est. Return
+28.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.58M
3
+$5.47M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$5.31M
2
+$2.11M
3
+$1.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
NKE icon
Nike
NKE
+$1.34M

Sector Composition

1 Technology 15.59%
2 Financials 12.71%
3 Consumer Discretionary 12.38%
4 Communication Services 11.65%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$482K 0.07%
58,306
-3,609
227
$479K 0.07%
2,793
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228
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25,091
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229
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231
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232
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6,537
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233
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234
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22,500
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239
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19,907
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5,691
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247
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27,090
+3,285
248
$399K 0.06%
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249
$396K 0.06%
6,615
+1,449
250
$396K 0.06%
12,654
-248
8 9
10
11 12