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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$545K 0.03%
70,035
+3,290
352
$545K 0.03%
5,783
-1,366
353
$543K 0.03%
+38,805
354
$540K 0.03%
7,208
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355
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14,948
-3,739
356
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+15,584
357
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5,986
-259
358
$530K 0.03%
14,245
-1,950
359
$521K 0.03%
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360
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28,241
+6
361
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10,928
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362
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+20,575
363
$517K 0.03%
4,060
+538
364
$516K 0.03%
16,562
+500
365
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4,791
+1,564
366
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40,052
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367
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5,297
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368
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7,773
369
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2,097
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370
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8,201
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371
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5,393
-3,090
372
$502K 0.03%
6,445
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373
$501K 0.03%
1,147
-110
374
$501K 0.03%
3,970
-20
375
$500K 0.03%
19,706
-18,143
13 14
15
16 17