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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.47M 0.06%
+87,904
252
$1.46M 0.06%
6,561
-1,306
253
$1.46M 0.06%
16,559
-6,736
254
$1.45M 0.06%
42,644
+35,292
255
$1.44M 0.06%
17,817
-37
256
$1.42M 0.06%
10,408
-767
257
$1.41M 0.06%
24,893
+497
258
$1.39M 0.06%
17,188
-518
259
$1.37M 0.06%
11,722
-321
260
$1.37M 0.06%
26,245
+10,550
261
$1.37M 0.06%
14,032
-2,619
262
$1.35M 0.06%
11,040
-684
263
$1.34M 0.06%
13,308
+644
264
$1.3M 0.06%
8,857
-180
265
$1.3M 0.06%
20,625
-895
266
$1.25M 0.06%
18,901
-615
267
$1.22M 0.05%
2,430
-98
268
$1.2M 0.05%
63,800
+7,360
269
$1.19M 0.05%
8,474
-1,319
270
$1.19M 0.05%
74,437
271
$1.18M 0.05%
11,169
-212
272
$1.18M 0.05%
8,527
-244
273
$1.18M 0.05%
2,451
-254
274
$1.18M 0.05%
70,883
-466
275
$1.18M 0.05%
27,240
+4,887
9 10
11
12 13