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
$2.29B
AUM Growth
+$1.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$63.7M
3
+$50.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$38.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$30.3M

Top Sells

1
+$8.44M
2
+$2.95M
3
+$2.29M
4
STZ icon
Constellation Brands
STZ
+$1.65M
5
LMT icon
Lockheed Martin
LMT
+$1.32M

Sector Composition

1 Technology 6.42%
2 Financials 5.87%
3 Consumer Discretionary 4.14%
4 Communication Services 3.97%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.6M 0.07%
44,567
-1,267
277
$1.6M 0.07%
+25,865
278
$1.58M 0.07%
+51,237
279
$1.58M 0.07%
16,645
+2,471
280
$1.57M 0.07%
26,534
-2,265
281
$1.57M 0.07%
15,561
-2,219
282
$1.57M 0.07%
+20,552
283
$1.56M 0.07%
10,003
+244
284
$1.56M 0.07%
49,230
+3,160
285
$1.55M 0.07%
18,474
+3,224
286
$1.53M 0.07%
28,661
+451
287
$1.51M 0.07%
+30,972
288
$1.51M 0.07%
10,976
+322
289
$1.5M 0.07%
+25,020
290
$1.49M 0.07%
16,928
+1,813
291
$1.48M 0.06%
+41,339
292
$1.48M 0.06%
13,391
+412
293
$1.47M 0.06%
+32,810
294
$1.45M 0.06%
11,578
+9,194
295
$1.45M 0.06%
28,273
-1,521
296
$1.44M 0.06%
+100,343
297
$1.43M 0.06%
+239,847
298
$1.42M 0.06%
+30,550
299
$1.42M 0.06%
36,209
+18,139
300
$1.41M 0.06%
+46,744
10 11
12
13 14