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
326
$284K 0.04%
+17,294
327
$282K 0.04%
+6,768
328
$282K 0.04%
+1,947
329
$282K 0.04%
+22,599
330
$281K 0.04%
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-27
331
$280K 0.04%
6,425
+105
332
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3,779
-510
333
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334
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4,288
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335
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+131
336
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15,592
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337
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338
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7,960
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339
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+3,127
340
$268K 0.04%
3,569
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341
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344
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2,305
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345
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+17,534
346
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10,354
347
$260K 0.04%
21,523
-2,788
348
$258K 0.04%
+11,564
349
$257K 0.04%
4,885
+8
350
$256K 0.04%
+5,908
12 13
14
15 16