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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.3M 0.08%
9,082
+833
227
$1.28M 0.07%
11,452
-116
228
$1.27M 0.07%
29,372
+1,943
229
$1.27M 0.07%
4,587
-5
230
$1.22M 0.07%
8,242
-2,265
231
$1.21M 0.07%
8,934
+5,216
232
$1.19M 0.07%
5,875
-44
233
$1.19M 0.07%
16,507
+366
234
$1.18M 0.07%
8,188
+1,531
235
$1.18M 0.07%
39,420
+24,767
236
$1.18M 0.07%
17,139
-997
237
$1.17M 0.07%
13,112
+1,469
238
$1.16M 0.07%
+24,665
239
$1.15M 0.07%
9,609
-5,960
240
$1.15M 0.07%
29,742
-1,540
241
$1.14M 0.07%
52,812
+12,073
242
$1.14M 0.07%
14,813
-1,730
243
$1.13M 0.07%
26,195
-1,450
244
$1.13M 0.07%
21,978
+1,268
245
$1.12M 0.07%
3,676
-22
246
$1.12M 0.07%
87,530
-3,045
247
$1.11M 0.06%
10,005
+1,611
248
$1.09M 0.06%
65,792
+19,070
249
$1.09M 0.06%
5,073
+399
250
$1.09M 0.06%
8,720
-70
8 9
10
11 12