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
$291M
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$11.9M
3
+$7.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.62M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.89M

Top Sells

1
+$3.87M
2
+$3.4M
3
+$3.23M
4
DE icon
Deere & Co
DE
+$2.58M
5
INTU icon
Intuit
INTU
+$2.53M

Sector Composition

1 Consumer Discretionary 4.13%
2 Technology 3.24%
3 Energy 2.27%
4 Financials 1.76%
5 Consumer Staples 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.42K ﹤0.01%
25,038
+373
277
$1.42K ﹤0.01%
53,628
+816
278
$1.41K ﹤0.01%
12,952
+182
279
$1.4K ﹤0.01%
26,762
-2,980
280
$1.37K ﹤0.01%
12,144
+2,691
281
$1.34K ﹤0.01%
10,582
+518
282
$1.3K ﹤0.01%
40,355
+19,689
283
$1.29K ﹤0.01%
12,750
+1,187
284
$1.25K ﹤0.01%
38,716
-704
285
$1.24K ﹤0.01%
14,809
-4
286
$1.23K ﹤0.01%
10,739
-6,893
287
$1.23K ﹤0.01%
10,658
-794
288
$1.21K ﹤0.01%
21,256
-147
289
$1.2K ﹤0.01%
66,471
+679
290
$1.19K ﹤0.01%
14,417
-214
291
$1.17K ﹤0.01%
142,970
+13,655
292
$1.15K ﹤0.01%
18,463
-3,459
293
$1.1K ﹤0.01%
14,349
-13,581
294
$1.07K ﹤0.01%
22,779
+14,009
295
$1.07K ﹤0.01%
19,460
+3,536
296
$1.06K ﹤0.01%
16,215
+59
297
$1.02K ﹤0.01%
29,298
+920
298
$1.01K ﹤0.01%
46,034
+1,450
299
$1.01K ﹤0.01%
13,482
+2,053
300
$1.01K ﹤0.01%
13,513
-3,626
10 11
12
13 14