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
$819M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$3.1M
3
+$2.28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
WMT icon
Walmart
WMT
+$1.98M

Top Sells

1
+$1.89M
2
+$1.8M
3
+$1.31M
4
HON icon
Honeywell
HON
+$1.25M
5
NFLX icon
Netflix
NFLX
+$1.14M

Sector Composition

1 Technology 14.88%
2 Financials 12.43%
3 Consumer Discretionary 10.84%
4 Consumer Staples 10.39%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$504K 0.06%
+7,553
252
$492K 0.06%
5,445
+556
253
$491K 0.06%
9,204
-665
254
$489K 0.06%
6,690
-1,788
255
$484K 0.06%
4,471
+180
256
$483K 0.06%
24,491
-600
257
$483K 0.06%
12,131
258
$482K 0.06%
+2,925
259
$478K 0.06%
+3,047
260
$477K 0.06%
38,898
-31,818
261
$477K 0.06%
11,437
-266
262
$471K 0.06%
10,600
+5,341
263
$470K 0.06%
29,250
+2,160
264
$454K 0.06%
2,855
+1,379
265
$443K 0.05%
10,599
+1,336
266
$443K 0.05%
19,170
-3,330
267
$440K 0.05%
28,034
+605
268
$434K 0.05%
+15,790
269
$434K 0.05%
+3,602
270
$426K 0.05%
6,197
-176
271
$423K 0.05%
7,596
-1,420
272
$423K 0.05%
15,276
-4,093
273
$421K 0.05%
3,548
-2,143
274
$417K 0.05%
2,838
+9
275
$414K 0.05%
+6,849
9 10
11
12 13