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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.18M 0.05%
111,847
+5,254
277
$1.16M 0.05%
6,305
+1,027
278
$1.16M 0.05%
32,609
+559
279
$1.16M 0.05%
19,163
-266
280
$1.15M 0.05%
13,089
+284
281
$1.15M 0.05%
17,875
+9,609
282
$1.14M 0.05%
7,021
-1,651
283
$1.14M 0.05%
11,745
-1,846
284
$1.13M 0.05%
5,679
+1,098
285
$1.12M 0.05%
34,070
-908
286
$1.12M 0.05%
17,450
+980
287
$1.11M 0.05%
3,697
-88
288
$1.1M 0.05%
18,963
+231
289
$1.1M 0.05%
17,783
-21,604
290
$1.1M 0.05%
11,658
-3,187
291
$1.1M 0.05%
63,976
-255
292
$1.09M 0.05%
11,472
+8,395
293
$1.09M 0.05%
21,464
-199
294
$1.08M 0.05%
1,363
-98
295
$1.06M 0.05%
9,484
-762
296
$1.06M 0.05%
3,926
-234
297
$1.04M 0.05%
4,798
+292
298
$1.02M 0.05%
13,608
+3,498
299
$1.02M 0.05%
169,770
+20,950
300
$1.02M 0.04%
3,526
+315
10 11
12
13 14