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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$317K 0.04%
25,489
+148
302
$316K 0.04%
11,039
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303
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15,339
304
$315K 0.04%
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305
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+13,536
306
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307
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11,670
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311
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312
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5,050
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313
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314
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+10,480
315
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316
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321
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322
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5,180
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323
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6,760
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324
$287K 0.04%
4,843
-1,306
325
$286K 0.04%
1,735
+90
11 12
13
14 15