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
$291M
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$11.9M
3
+$7.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.62M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.89M

Top Sells

1
+$3.87M
2
+$3.4M
3
+$3.23M
4
DE icon
Deere & Co
DE
+$2.58M
5
INTU icon
Intuit
INTU
+$2.53M

Sector Composition

1 Consumer Discretionary 4.13%
2 Technology 3.24%
3 Energy 2.27%
4 Financials 1.76%
5 Consumer Staples 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.67K ﹤0.01%
16,276
-5,058
227
$2.6K ﹤0.01%
41,068
-1,663
228
$2.53K ﹤0.01%
41,122
+796
229
$2.53K ﹤0.01%
29,659
+21
230
$2.46K ﹤0.01%
30,528
-11,695
231
$2.43K ﹤0.01%
24,416
-1,673
232
$2.43K ﹤0.01%
48,686
+877
233
$2.43K ﹤0.01%
50,165
-6,886
234
$2.43K ﹤0.01%
31,704
+149
235
$2.39K ﹤0.01%
17,632
-1,012
236
$2.39K ﹤0.01%
29,221
-2,595
237
$2.37K ﹤0.01%
61,338
-21,645
238
$2.37K ﹤0.01%
31,045
+696
239
$2.37K ﹤0.01%
82,396
+2,105
240
$2.32K ﹤0.01%
13,148
+3,049
241
$2.31K ﹤0.01%
95,841
+12,029
242
$2.31K ﹤0.01%
50,952
-2,765
243
$2.25K ﹤0.01%
64,289
-131
244
$2.25K ﹤0.01%
14,976
-202
245
$2.17K ﹤0.01%
13,725
-539
246
$2.13K ﹤0.01%
125,295
+112,893
247
$2.12K ﹤0.01%
39,165
+732
248
$2.1K ﹤0.01%
48,084
+1,678
249
$2.06K ﹤0.01%
69,000
250
$2.03K ﹤0.01%
15,375
+444
8 9
10
11 12