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
$564M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$24.8M
3
+$19.8M
4
META icon
Meta Platforms (Facebook)
META
+$7.71M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.26M

Top Sells

1
+$5.21M
2
+$2.08M
3
+$1.73M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.33M
5
MS icon
Morgan Stanley
MS
+$1.32M

Sector Composition

1 Technology 14.14%
2 Consumer Discretionary 11.88%
3 Financials 11.26%
4 Industrials 11.07%
5 Consumer Staples 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$362K 0.06%
+3,457
252
$361K 0.06%
+11,386
253
$358K 0.06%
12,236
+12,234
254
$357K 0.06%
17,194
+767
255
$355K 0.06%
2,655
+268
256
$352K 0.06%
17,924
+316
257
$352K 0.06%
5,962
-7,219
258
$352K 0.06%
12,954
+173
259
$349K 0.06%
+12,706
260
$349K 0.06%
+21,344
261
$346K 0.06%
1,839
+330
262
$342K 0.06%
+3,458
263
$341K 0.06%
+15,607
264
$339K 0.06%
4,534
+1,262
265
$339K 0.06%
+2,833
266
$339K 0.06%
5,938
-23,345
267
$338K 0.06%
12,457
+643
268
$336K 0.06%
+1,771
269
$336K 0.06%
+4,025
270
$335K 0.06%
4,119
+1,083
271
$335K 0.06%
4,351
-726
272
$333K 0.06%
+8,088
273
$331K 0.06%
+5,243
274
$331K 0.06%
6,905
-842
275
$328K 0.06%
22,401
+1,330
9 10
11
12 13