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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$844K 0.05%
15,924
+49
277
$830K 0.05%
7,905
+1,113
278
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16,156
-892
279
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30,730
-16,643
280
$806K 0.05%
30,841
-7,627
281
$805K 0.05%
5,742
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282
$803K 0.05%
56,383
+5,240
283
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32,396
-8,132
284
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2,215
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285
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3,466
-39
286
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4,237
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287
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92,525
-5,317
288
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44,584
-43,296
289
$778K 0.05%
12,091
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290
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27,000
291
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292
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293
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28,378
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294
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20,595
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295
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17,285
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296
$757K 0.04%
13,682
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297
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10,421
-151
298
$742K 0.04%
12,976
-3,992
299
$737K 0.04%
3,472
-2,453
300
$732K 0.04%
6,364
+82
10 11
12
13 14