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
$2.92B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.26M
3
+$7.22M
4
LLY icon
Eli Lilly
LLY
+$6.44M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$6.13M

Top Sells

1
+$7.36M
2
+$6.47M
3
+$3.97M
4
ITW icon
Illinois Tool Works
ITW
+$3.82M
5
CVX icon
Chevron
CVX
+$3.74M

Sector Composition

1 Technology 27.26%
2 Financials 13.66%
3 Consumer Discretionary 9.1%
4 Industrials 7.07%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.37M 0.05%
19,130
-463
277
$1.35M 0.05%
50,662
+600
278
$1.33M 0.05%
42,738
+24,694
279
$1.32M 0.05%
4,914
+752
280
$1.32M 0.05%
5,924
+2,859
281
$1.3M 0.04%
7,574
+210
282
$1.29M 0.04%
102,508
-17,101
283
$1.28M 0.04%
11,364
+1,157
284
$1.27M 0.04%
70,839
+25
285
$1.26M 0.04%
2,320
+1,204
286
$1.24M 0.04%
17,182
+152
287
$1.23M 0.04%
12,559
+2,119
288
$1.23M 0.04%
20,025
+25
289
$1.22M 0.04%
+23,043
290
$1.22M 0.04%
2,498
-430
291
$1.21M 0.04%
+21,150
292
$1.17M 0.04%
9,285
+855
293
$1.17M 0.04%
23,911
+1,632
294
$1.17M 0.04%
21,929
295
$1.16M 0.04%
36,968
+18,726
296
$1.16M 0.04%
+28,033
297
$1.15M 0.04%
11,038
+162
298
$1.15M 0.04%
17,258
+11,930
299
$1.15M 0.04%
73,077
300
$1.14M 0.04%
86,697
+25,151
10 11
12
13 14