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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.02M 0.07%
5,590
-33,162
252
$2.02M 0.07%
56,883
+1,124
253
$2.01M 0.07%
18,011
-97
254
$1.99M 0.07%
12,969
+156
255
$1.96M 0.06%
5,830
-468
256
$1.95M 0.06%
3,309
+23
257
$1.93M 0.06%
188,519
+14,336
258
$1.93M 0.06%
60,941
-444
259
$1.91M 0.06%
7,891
-2,537
260
$1.91M 0.06%
5,806
-89
261
$1.91M 0.06%
16,501
+568
262
$1.89M 0.06%
4,404
-143
263
$1.89M 0.06%
43,288
-10,374
264
$1.88M 0.06%
8,895
-20,491
265
$1.85M 0.06%
16,517
+218
266
$1.83M 0.06%
7,664
-128
267
$1.82M 0.06%
44,985
+1,915
268
$1.8M 0.06%
37,562
+7,749
269
$1.8M 0.06%
39,326
-15,255
270
$1.78M 0.06%
+89,475
271
$1.77M 0.06%
14,747
-829
272
$1.77M 0.06%
13,430
-1,035
273
$1.77M 0.06%
5,631
+748
274
$1.75M 0.06%
32,000
-8,024
275
$1.75M 0.06%
50,106
+6,186
9 10
11
12 13