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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$795K 0.04%
21,922
+7,138
327
$793K 0.04%
9,139
+525
328
$789K 0.04%
3,140
-150
329
$788K 0.04%
3,941
+325
330
$779K 0.04%
16,836
+12,384
331
$777K 0.04%
2,358
+365
332
$768K 0.03%
20,186
-2,967
333
$763K 0.03%
128
-1
334
$760K 0.03%
5,410
-53
335
$758K 0.03%
2,397
+11
336
$758K 0.03%
8,224
+1,132
337
$757K 0.03%
14,112
+111
338
$747K 0.03%
87,977
+150
339
$747K 0.03%
25,370
-1,236
340
$746K 0.03%
75,760
+1,740
341
$742K 0.03%
+13,419
342
$742K 0.03%
3,247
-66
343
$737K 0.03%
7,664
-329
344
$735K 0.03%
579
+33
345
$727K 0.03%
42,296
+5,546
346
$725K 0.03%
12,026
-5,757
347
$720K 0.03%
24,358
+1,556
348
$709K 0.03%
20,730
+15,015
349
$705K 0.03%
8,171
350
$700K 0.03%
9,361
-185
12 13
14
15 16