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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.56M 0.07%
20,958
+4,848
227
$1.56M 0.07%
19,349
+6,260
228
$1.55M 0.07%
16,356
-203
229
$1.55M 0.07%
39,519
+29,642
230
$1.54M 0.07%
24,411
-482
231
$1.53M 0.07%
28,006
-26,458
232
$1.51M 0.07%
121,883
-3,986
233
$1.47M 0.07%
54,206
+25,228
234
$1.46M 0.07%
9,161
+90
235
$1.46M 0.07%
24,015
+255
236
$1.45M 0.07%
8,692
-165
237
$1.44M 0.07%
19,140
-16,580
238
$1.42M 0.06%
29,766
+10,171
239
$1.41M 0.06%
15,270
-52
240
$1.4M 0.06%
32,440
241
$1.39M 0.06%
68,514
-2,369
242
$1.39M 0.06%
56,600
+109
243
$1.39M 0.06%
41,456
-1,188
244
$1.37M 0.06%
10,553
+208
245
$1.35M 0.06%
29,438
+2,198
246
$1.35M 0.06%
13,180
-852
247
$1.34M 0.06%
25,046
+7,234
248
$1.34M 0.06%
78,738
-13,520
249
$1.34M 0.06%
10,333
-75
250
$1.32M 0.06%
22,505
+1,880
8 9
10
11 12