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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.13M 0.05%
175,654
+5,884
277
$1.13M 0.05%
13,042
+1,384
278
$1.13M 0.05%
5,148
-3,867
279
$1.11M 0.05%
72,764
+50,371
280
$1.09M 0.05%
2,368
+338
281
$1.08M 0.05%
8,649
+122
282
$1.08M 0.05%
17,290
-585
283
$1.08M 0.05%
10,521
-238
284
$1.08M 0.05%
14,378
+7,794
285
$1.07M 0.05%
5,679
286
$1.07M 0.05%
12,799
-2,965
287
$1.07M 0.05%
110,858
+37,954
288
$1.04M 0.05%
21,109
-355
289
$1.04M 0.05%
11,066
-779
290
$1.01M 0.05%
13,950
+342
291
$1.01M 0.05%
11,698
-11,210
292
$988K 0.04%
8,000
-474
293
$983K 0.04%
8,521
-963
294
$980K 0.04%
11,428
+37
295
$977K 0.04%
11,930
+81
296
$967K 0.04%
13,344
+354
297
$961K 0.04%
1,389
+26
298
$956K 0.04%
10,546
-1,199
299
$953K 0.04%
27,000
300
$948K 0.04%
57,188
-6,788
10 11
12
13 14