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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.73M 0.06%
9,663
+281
277
$1.72M 0.06%
13,043
+4,521
278
$1.72M 0.06%
29,532
-470,556
279
$1.72M 0.06%
7,276
+194
280
$1.72M 0.06%
3,272
+266
281
$1.7M 0.06%
39,416
+1,942
282
$1.7M 0.06%
28,945
-346,478
283
$1.69M 0.06%
12,926
+1,879
284
$1.68M 0.06%
9,741
+511
285
$1.66M 0.05%
23,309
+2,160
286
$1.65M 0.05%
32,330
+266
287
$1.65M 0.05%
14,595
-2,787
288
$1.62M 0.05%
17,751
-217,582
289
$1.62M 0.05%
5,490
-212
290
$1.56M 0.05%
10,552
-663
291
$1.54M 0.05%
3,552
-438
292
$1.54M 0.05%
790
+14
293
$1.53M 0.05%
+61,551
294
$1.52M 0.05%
37,678
-60,042
295
$1.51M 0.05%
9,787
-55
296
$1.51M 0.05%
18,779
-1,579,331
297
$1.5M 0.05%
91,127
-147
298
$1.5M 0.05%
14,890
+677
299
$1.5M 0.05%
2,223
+60
300
$1.5M 0.05%
16,974
+14,447
10 11
12
13 14