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
351
$281K 0.03%
+5,656
352
$279K 0.03%
4,585
-1,910
353
$279K 0.03%
75
+3
354
$277K 0.03%
2,266
-263
355
$277K 0.03%
4,601
+4
356
$276K 0.03%
+10,646
357
$275K 0.03%
6,048
-160
358
$274K 0.03%
3,676
359
$273K 0.03%
+6,050
360
$268K 0.03%
+5,060
361
$265K 0.03%
6,134
-5,288
362
$264K 0.03%
+2,442
363
$259K 0.03%
13,481
-1,344
364
$258K 0.03%
9,766
+1,174
365
$258K 0.03%
+8,044
366
$257K 0.03%
12,883
+301
367
$257K 0.03%
6,257
-796
368
$256K 0.03%
14,100
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369
$254K 0.03%
2,995
-364
370
$254K 0.03%
3,970
-100
371
$253K 0.03%
+31,399
372
$252K 0.03%
1,968
-16
373
$250K 0.03%
6,195
374
$248K 0.03%
5,730
+1,490
375
$246K 0.03%
2,295
-45
13 14
15
16 17