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
326
$1.31M 0.04%
3,542
-83,133
327
$1.3M 0.04%
+10,252
328
$1.3M 0.04%
35,900
-424
329
$1.28M 0.04%
+11,597
330
$1.27M 0.04%
40,797
-646
331
$1.26M 0.04%
41,552
+1,713
332
$1.25M 0.04%
13,746
+2,416
333
$1.25M 0.04%
25,810
+6,166
334
$1.25M 0.04%
4,912
-471
335
$1.24M 0.04%
20,205
-9,575
336
$1.24M 0.04%
7,501
+290
337
$1.23M 0.04%
8,861
-73
338
$1.22M 0.04%
19,742
+1,207
339
$1.22M 0.04%
3,723
+260
340
$1.22M 0.04%
22,793
-3,574
341
$1.2M 0.04%
50,148
-598
342
$1.2M 0.04%
3,277
-390
343
$1.2M 0.04%
7,619
+439
344
$1.19M 0.04%
4,881
+246
345
$1.18M 0.04%
6,224
-90
346
$1.17M 0.04%
8,048
-1,204
347
$1.16M 0.04%
304
-15
348
$1.16M 0.04%
19,934
-4,200
349
$1.16M 0.04%
7,475
-588
350
$1.15M 0.04%
17,662
-204
12 13
14
15 16