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
$2.75B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.4M
3
+$4.17M
4
T icon
AT&T
T
+$4M
5
POWL icon
Powell Industries
POWL
+$3.69M

Top Sells

1
+$117M
2
+$54.2M
3
+$38.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.2M

Sector Composition

1 Technology 28.29%
2 Financials 16.68%
3 Consumer Discretionary 10.45%
4 Industrials 8.71%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.35M 0.05%
38,627
+17,200
277
$1.35M 0.05%
2,254
-66
278
$1.35M 0.05%
7,654
+80
279
$1.34M 0.05%
37,644
+676
280
$1.34M 0.05%
25,423
+1,512
281
$1.33M 0.05%
13,008
+3,221
282
$1.31M 0.05%
+8,954
283
$1.3M 0.05%
40,946
+11,615
284
$1.29M 0.05%
5,075
+624
285
$1.29M 0.05%
24,749
+2,338
286
$1.29M 0.05%
9,702
+417
287
$1.28M 0.05%
4,910
-103
288
$1.27M 0.05%
86,427
-270
289
$1.27M 0.05%
9,630
-70
290
$1.23M 0.04%
70,839
291
$1.23M 0.04%
41,583
-331
292
$1.22M 0.04%
50,810
+148
293
$1.21M 0.04%
8,877
-413
294
$1.19M 0.04%
18,394
-1,631
295
$1.19M 0.04%
7,889
+2,592
296
$1.18M 0.04%
4,930
+16
297
$1.18M 0.04%
51,003
+4,960
298
$1.17M 0.04%
7,177
-7,481
299
$1.17M 0.04%
21,389
-16,308
300
$1.17M 0.04%
23,916
-442
10 11
12
13 14