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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$726K 0.04%
5,576
-196
302
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9,072
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303
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8,687
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304
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3,260
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116,050
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307
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308
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310
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312
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8,331
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315
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22,982
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56,296
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320
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40,977
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6,200
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+16,664
323
$628K 0.04%
89,313
-10,964
324
$613K 0.04%
4,079
-2,155
325
$612K 0.04%
6,110
-694
11 12
13
14 15