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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.64M 0.07%
92,258
+44,428
227
$1.64M 0.07%
3,744
+45
228
$1.64M 0.07%
175,658
+16,692
229
$1.63M 0.07%
7,227
+280
230
$1.62M 0.07%
18,493
+162
231
$1.62M 0.07%
15,322
+530
232
$1.62M 0.07%
5,010
+162
233
$1.61M 0.07%
597
-6
234
$1.59M 0.07%
14,218
-485
235
$1.57M 0.07%
10,233
+136
236
$1.56M 0.07%
1,217
-11
237
$1.55M 0.07%
3,549
-167
238
$1.54M 0.07%
12,017
+319
239
$1.53M 0.07%
10,489
+155
240
$1.53M 0.07%
10,345
-166
241
$1.52M 0.07%
32,440
242
$1.51M 0.07%
23,760
-3,690
243
$1.51M 0.07%
56,491
+1,422
244
$1.5M 0.07%
50,798
+5,819
245
$1.5M 0.07%
9,071
246
$1.5M 0.07%
52,627
+2,907
247
$1.5M 0.07%
8,020
-988
248
$1.49M 0.07%
+45,500
249
$1.48M 0.07%
15,764
-494
250
$1.48M 0.07%
24,683
-1,914
8 9
10
11 12