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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$414K 0.06%
8,856
-550
252
$414K 0.06%
6,485
+2,242
253
$413K 0.06%
1,601
-1,701
254
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255
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-1
256
$407K 0.06%
22,003
-398
257
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26,210
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258
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12,902
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259
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36,125
-2,595
260
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18,960
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261
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3,455
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262
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6,493
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263
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9,534
-13,458
264
$384K 0.05%
17,212
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265
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266
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268
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21,344
269
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18,070
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270
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271
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8,842
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272
$365K 0.05%
209
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273
$362K 0.05%
14,784
+301
274
$362K 0.05%
13,680
+1,180
275
$360K 0.05%
843
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9 10
11
12 13