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
$691M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.58M
3
+$5.47M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$5.31M
2
+$2.11M
3
+$1.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
NKE icon
Nike
NKE
+$1.34M

Sector Composition

1 Technology 15.59%
2 Financials 12.71%
3 Consumer Discretionary 12.38%
4 Communication Services 11.65%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$395K 0.06%
+2,566
252
$394K 0.06%
22,879
+3,741
253
$391K 0.06%
15,886
-3,074
254
$389K 0.06%
6,373
-114
255
$378K 0.05%
+2,195
256
$374K 0.05%
3,411
+287
257
$368K 0.05%
8,262
+2,354
258
$364K 0.05%
3,991
+9
259
$363K 0.05%
6,495
+2
260
$363K 0.05%
14,909
+125
261
$360K 0.05%
8,706
-150
262
$360K 0.05%
16,603
-147
263
$358K 0.05%
17,180
+1,934
264
$354K 0.05%
8,798
+1,790
265
$354K 0.05%
6,592
-1,710
266
$353K 0.05%
3,447
-22
267
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2,880
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268
$349K 0.05%
+3,447
269
$348K 0.05%
3,695
-229
270
$348K 0.05%
1,331
-34
271
$347K 0.05%
4,576
+3
272
$346K 0.05%
8,043
+295
273
$346K 0.05%
6,834
-1,021
274
$346K 0.05%
3,823
-1,304
275
$345K 0.05%
8,004
-838
9 10
11
12 13