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
$631M
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$13.1M
3
+$12.7M
4
PGX icon
Invesco Preferred ETF
PGX
+$9.45M
5
BND icon
Vanguard Total Bond Market
BND
+$9.3M

Top Sells

1
+$3.49M
2
+$3.4M
3
+$3.09M
4
MO icon
Altria Group
MO
+$1.2M
5
EXPE icon
Expedia Group
EXPE
+$958K

Sector Composition

1 Consumer Staples 6.47%
2 Financials 5.2%
3 Communication Services 5.15%
4 Industrials 4.84%
5 Technology 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$228K 0.04%
+10,671
352
$225K 0.04%
+3,732
353
$224K 0.04%
+11,230
354
$223K 0.04%
4,370
+145
355
$222K 0.04%
+2,771
356
$222K 0.04%
5,321
+431
357
$221K 0.04%
+19,298
358
$220K 0.03%
+1,909
359
$219K 0.03%
+1,460
360
$218K 0.03%
+3,485
361
$218K 0.03%
+4,078
362
$218K 0.03%
+2,257
363
$218K 0.03%
+3,796
364
$218K 0.03%
+5,686
365
$216K 0.03%
+5,045
366
$215K 0.03%
+2,904
367
$215K 0.03%
+11,045
368
$214K 0.03%
+2,590
369
$213K 0.03%
+8,121
370
$212K 0.03%
+1,464
371
$212K 0.03%
+4,051
372
$211K 0.03%
+3,767
373
$211K 0.03%
1,581
+3
374
$209K 0.03%
+3,548
375
$207K 0.03%
10,696
+385
13 14
15
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