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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.31M 0.06%
23,889
-31,379
252
$1.31M 0.06%
11,993
-2,225
253
$1.3M 0.06%
113,603
+1,756
254
$1.3M 0.06%
15,694
-2,123
255
$1.29M 0.06%
82,395
-5,509
256
$1.28M 0.06%
17,252
+64
257
$1.28M 0.06%
74,437
258
$1.28M 0.06%
6,338
-889
259
$1.27M 0.06%
7,489
+928
260
$1.26M 0.06%
31,199
-2,871
261
$1.24M 0.06%
45,989
-26,941
262
$1.24M 0.06%
19,250
+87
263
$1.22M 0.06%
11,449
-2,116
264
$1.21M 0.05%
88,407
-1,160
265
$1.2M 0.05%
6,102
-203
266
$1.2M 0.05%
+62,691
267
$1.2M 0.05%
23,972
-711
268
$1.19M 0.05%
6,997
-1,023
269
$1.18M 0.05%
18,850
+1,400
270
$1.17M 0.05%
13,486
+178
271
$1.17M 0.05%
4,929
+131
272
$1.17M 0.05%
23,475
-2,770
273
$1.17M 0.05%
11,770
+5,428
274
$1.14M 0.05%
56,065
-227,499
275
$1.13M 0.05%
10,102
-938
9 10
11
12 13