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
$691M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.58M
3
+$5.47M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$5.31M
2
+$2.11M
3
+$1.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
NKE icon
Nike
NKE
+$1.34M

Sector Composition

1 Technology 15.59%
2 Financials 12.71%
3 Consumer Discretionary 12.38%
4 Communication Services 11.65%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$257K 0.04%
3,219
+92
327
$257K 0.04%
+1,918
328
$255K 0.04%
3,157
+256
329
$251K 0.04%
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330
$251K 0.04%
3,360
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331
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2,748
+15
332
$251K 0.04%
6,311
-114
333
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5,012
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334
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1,683
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335
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+13,300
336
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337
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338
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2,558
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339
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72
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340
$240K 0.03%
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341
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344
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8,171
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347
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348
$234K 0.03%
250
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349
$234K 0.03%
+8,592
350
$233K 0.03%
8,285
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12 13
14
15 16