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
301
$1.49M 0.05%
1,512
-9
302
$1.48M 0.05%
10,940
+1,160
303
$1.48M 0.05%
38,058
-1,902
304
$1.44M 0.05%
4,176
+122
305
$1.44M 0.05%
5,496
+216
306
$1.43M 0.05%
19,097
-1,444
307
$1.42M 0.05%
3,049
-406
308
$1.42M 0.05%
27,766
-1,526,185
309
$1.42M 0.05%
16,307
+96
310
$1.41M 0.05%
2,293
+14
311
$1.41M 0.05%
72,199
-12,549
312
$1.41M 0.05%
93,665
+6,801
313
$1.39M 0.05%
12,131
+818
314
$1.39M 0.05%
69,569
315
$1.39M 0.05%
45,574
-84
316
$1.38M 0.05%
8,004
+516
317
$1.37M 0.05%
47,574
-738
318
$1.37M 0.05%
13,123
-254,555
319
$1.37M 0.05%
2,828
+600
320
$1.37M 0.05%
11,038
+70
321
$1.36M 0.04%
18,562
+992
322
$1.36M 0.04%
48,518
-1,342,165
323
$1.35M 0.04%
27,322
+2,289
324
$1.34M 0.04%
62,317
-58,001
325
$1.34M 0.04%
24,203
11 12
13
14 15