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
$2.78B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$45.4M
3
+$31.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.2M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$18.1M

Top Sells

1
+$3.64M
2
+$2.58M
3
+$1.79M
4
ENPH icon
Enphase Energy
ENPH
+$1.62M
5
CSX icon
CSX Corp
CSX
+$1.37M

Sector Composition

1 Technology 21.59%
2 Financials 13.72%
3 Consumer Discretionary 8.8%
4 Industrials 7.78%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.21M 0.04%
10,959
-811
277
$1.2M 0.04%
8,285
+796
278
$1.19M 0.04%
74,437
279
$1.17M 0.04%
11,931
-868
280
$1.17M 0.04%
20,379
-3,593
281
$1.15M 0.04%
+53,696
282
$1.15M 0.04%
52,882
-3,183
283
$1.15M 0.04%
65,100
+7,912
284
$1.14M 0.04%
39,490
-6,499
285
$1.13M 0.04%
20,791
-318
286
$1.12M 0.04%
17,071
+1,377
287
$1.11M 0.04%
8,521
-128
288
$1.11M 0.04%
15,828
+1,729
289
$1.11M 0.04%
4,553
+2
290
$1.1M 0.04%
13,917
-33
291
$1.1M 0.04%
72,764
292
$1.1M 0.04%
16,502
-788
293
$1.1M 0.04%
13,273
-999
294
$1.08M 0.04%
27,000
295
$1.08M 0.04%
11,949
+19
296
$1.07M 0.04%
8,071
-9
297
$1.06M 0.04%
7,165
+1,400
298
$1.05M 0.04%
40,327
-2,058
299
$1.05M 0.04%
10,151
-3,029
300
$1.05M 0.04%
4,294
-90
10 11
12
13 14