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
$819M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$3.1M
3
+$2.28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
WMT icon
Walmart
WMT
+$1.98M

Top Sells

1
+$1.89M
2
+$1.8M
3
+$1.31M
4
HON icon
Honeywell
HON
+$1.25M
5
NFLX icon
Netflix
NFLX
+$1.14M

Sector Composition

1 Technology 14.88%
2 Financials 12.43%
3 Consumer Discretionary 10.84%
4 Consumer Staples 10.39%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$318K 0.04%
12,343
-4,260
327
$318K 0.04%
+935
328
$316K 0.04%
19,931
+409
329
$313K 0.04%
3,179
-607
330
$313K 0.04%
49,203
+1,124
331
$312K 0.04%
1
332
$311K 0.04%
+16,422
333
$310K 0.04%
+26,956
334
$309K 0.04%
3,035
-788
335
$309K 0.04%
+6,894
336
$305K 0.04%
14,711
-198
337
$303K 0.04%
4,409
+59
338
$299K 0.04%
10,263
+1,978
339
$299K 0.04%
+9,302
340
$299K 0.04%
12,072
-3,290
341
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5,611
-512
342
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5,180
343
$289K 0.04%
+2,384
344
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1,363
345
$286K 0.03%
2,757
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346
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-52
347
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1,744
-13
348
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4,875
-130
349
$283K 0.03%
324
-1,175
350
$282K 0.03%
2,065
-65
12 13
14
15 16