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
351
$232K 0.03%
4,212
-60
352
$228K 0.03%
+12,567
353
$228K 0.03%
10,720
354
$227K 0.03%
1,864
-104
355
$227K 0.03%
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-55
356
$225K 0.03%
8,881
-1,290
357
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3,430
-126
358
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47,550
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360
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8,132
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361
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362
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16,134
363
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3,676
364
$215K 0.03%
3,805
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365
$213K 0.03%
6,529
-188
366
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367
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+1,108
368
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369
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+2,110
370
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371
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372
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+1,607
373
$206K 0.03%
17,491
-78
374
$205K 0.03%
12,582
+36
375
$205K 0.03%
2,634
-107
13 14
15
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