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
$291M
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$11.9M
3
+$7.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.62M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.89M

Top Sells

1
+$3.87M
2
+$3.4M
3
+$3.23M
4
DE icon
Deere & Co
DE
+$2.58M
5
INTU icon
Intuit
INTU
+$2.53M

Sector Composition

1 Consumer Discretionary 4.13%
2 Technology 3.24%
3 Energy 2.27%
4 Financials 1.76%
5 Consumer Staples 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.01K ﹤0.01%
57,483
+137
252
$2.01K ﹤0.01%
200,387
-34,553
253
$2K ﹤0.01%
91,472
-489
254
$1.98K ﹤0.01%
105,875
-18,697
255
$1.92K ﹤0.01%
29,188
+7,210
256
$1.9K ﹤0.01%
20,001
+442
257
$1.89K ﹤0.01%
32,597
+27,731
258
$1.85K ﹤0.01%
49,544
-4,874
259
$1.85K ﹤0.01%
40,548
-187
260
$1.83K ﹤0.01%
19,223
+501
261
$1.8K ﹤0.01%
19,698
+1
262
$1.8K ﹤0.01%
151,736
-5,385
263
$1.76K ﹤0.01%
17,549
+1,662
264
$1.75K ﹤0.01%
24,154
-230
265
$1.75K ﹤0.01%
38,941
+95
266
$1.74K ﹤0.01%
48,905
+69
267
$1.68K ﹤0.01%
32,440
268
$1.67K ﹤0.01%
17,960
-50
269
$1.64K ﹤0.01%
16,015
+370
270
$1.6K ﹤0.01%
10,183
+158
271
$1.52K ﹤0.01%
19,837
-1,347
272
$1.49K ﹤0.01%
28,985
-387
273
$1.48K ﹤0.01%
+100,593
274
$1.47K ﹤0.01%
37,236
+4,840
275
$1.45K ﹤0.01%
15,496
+2,384
9 10
11
12 13