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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$358K 0.05%
2,798
-254
277
$357K 0.05%
4,456
-54
278
$357K 0.05%
1,365
-33
279
$356K 0.05%
4,025
280
$354K 0.05%
+5,353
281
$347K 0.05%
8,760
-3,405
282
$347K 0.05%
4,078
-41
283
$343K 0.05%
3,982
-369
284
$343K 0.05%
18,804
+5,577
285
$342K 0.05%
+13,825
286
$342K 0.05%
19,138
+3,465
287
$342K 0.05%
1,701
-56
288
$341K 0.05%
4,123
+100
289
$337K 0.05%
7,010
+2,150
290
$335K 0.05%
3,555
-4,273
291
$334K 0.05%
3,469
-10
292
$334K 0.05%
15,246
+784
293
$331K 0.05%
+5,127
294
$331K 0.05%
18,990
+618
295
$328K 0.05%
7,599
+9
296
$328K 0.05%
50,261
+3,057
297
$326K 0.05%
+3,255
298
$324K 0.05%
4,573
+400
299
$321K 0.05%
1,947
+108
300
$319K 0.04%
5,841
+14
10 11
12
13 14