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
$819M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$3.1M
3
+$2.28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
WMT icon
Walmart
WMT
+$1.98M

Top Sells

1
+$1.89M
2
+$1.8M
3
+$1.31M
4
HON icon
Honeywell
HON
+$1.25M
5
NFLX icon
Netflix
NFLX
+$1.14M

Sector Composition

1 Technology 14.88%
2 Financials 12.43%
3 Consumer Discretionary 10.84%
4 Consumer Staples 10.39%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$598K 0.07%
+6,227
227
$592K 0.07%
2,580
-251
228
$592K 0.07%
18,980
+1,280
229
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231
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59,810
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232
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12,205
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233
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234
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237
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238
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8,901
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240
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241
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58,022
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246
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14,434
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5,350
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248
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18,485
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249
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19,880
-54
250
$509K 0.06%
53,236
-41,674
8 9
10
11 12