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
$2.75B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.4M
3
+$4.17M
4
T icon
AT&T
T
+$4M
5
POWL icon
Powell Industries
POWL
+$3.69M

Top Sells

1
+$117M
2
+$54.2M
3
+$38.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.2M

Sector Composition

1 Technology 28.29%
2 Financials 16.68%
3 Consumer Discretionary 10.45%
4 Industrials 8.71%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.96M 0.07%
38,653
-8,763
227
$1.96M 0.07%
32,746
+5,479
228
$1.95M 0.07%
34,100
+5,771
229
$1.95M 0.07%
23,910
-2,440
230
$1.94M 0.07%
29,791
+22,156
231
$1.93M 0.07%
14,264
-1,077
232
$1.9M 0.07%
30,522
-6,419
233
$1.9M 0.07%
15,054
+3,690
234
$1.89M 0.07%
3,734
-670
235
$1.88M 0.07%
28,542
+746
236
$1.84M 0.07%
36,572
+940
237
$1.83M 0.07%
3,290
+261
238
$1.83M 0.07%
22,019
-2,262
239
$1.82M 0.07%
23,670
-1,410
240
$1.8M 0.07%
76,708
-7,891
241
$1.78M 0.06%
80,580
+5,553
242
$1.76M 0.06%
13,511
+5
243
$1.76M 0.06%
9,814
-127
244
$1.75M 0.06%
15,821
+3,262
245
$1.74M 0.06%
25,010
-301
246
$1.74M 0.06%
93,952
-62
247
$1.72M 0.06%
15,698
-2,126
248
$1.71M 0.06%
6,868
-1,950
249
$1.7M 0.06%
32,349
-111
250
$1.67M 0.06%
6,717
-482
8 9
10
11 12