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
$691M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.58M
3
+$5.47M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$5.31M
2
+$2.11M
3
+$1.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
NKE icon
Nike
NKE
+$1.34M

Sector Composition

1 Technology 15.59%
2 Financials 12.71%
3 Consumer Discretionary 12.38%
4 Communication Services 11.65%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$340K 0.05%
+9,263
277
$337K 0.05%
2,141
+222
278
$337K 0.05%
5,856
+15
279
$334K 0.05%
8,354
+2,331
280
$332K 0.05%
19,814
+2,520
281
$329K 0.05%
1,172
-41
282
$322K 0.05%
+27,900
283
$321K 0.05%
11,222
+1,280
284
$321K 0.05%
10,730
+250
285
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3,465
-90
286
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1
287
$318K 0.05%
15,948
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288
$316K 0.05%
+17,815
289
$315K 0.05%
10,930
-109
290
$311K 0.05%
+4,483
291
$309K 0.04%
7,566
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292
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293
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6,195
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294
$307K 0.04%
15,362
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295
$304K 0.04%
3,730
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296
$303K 0.04%
1,757
+291
297
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14,825
-514
298
$300K 0.04%
12,007
+279
299
$299K 0.04%
3,728
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300
$296K 0.04%
9,538
+415
10 11
12
13 14