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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.35M 0.08%
25,589
+1,198
227
$2.33M 0.08%
20,622
+1,435
228
$2.32M 0.08%
16,868
-666
229
$2.32M 0.08%
102,823
+4,020
230
$2.31M 0.08%
58,765
-269,427
231
$2.28M 0.08%
11,301
+3,693
232
$2.27M 0.08%
6,142
+805
233
$2.26M 0.07%
33,424
+42
234
$2.26M 0.07%
76,761
-7,727
235
$2.26M 0.07%
25,898
-48,466
236
$2.26M 0.07%
22,737
+2,270
237
$2.24M 0.07%
37,397
+4,166
238
$2.23M 0.07%
29,524
-198,950
239
$2.2M 0.07%
9,604
-744
240
$2.19M 0.07%
141,094
+71,096
241
$2.18M 0.07%
32,165
-780
242
$2.18M 0.07%
27,099
+314
243
$2.16M 0.07%
19,377
-1,125
244
$2.14M 0.07%
8,774
+1,410
245
$2.12M 0.07%
1,144
-14
246
$2.12M 0.07%
70,350
-2,140
247
$2.08M 0.07%
14,103
-905
248
$2.07M 0.07%
19,279
+410
249
$2.07M 0.07%
+41,982
250
$2.07M 0.07%
26,175
-36,563
8 9
10
11 12