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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$696K 0.03%
15,552
+1,130
352
$692K 0.03%
15,256
+11,685
353
$689K 0.03%
14,082
+3,358
354
$685K 0.03%
1,813
+502
355
$671K 0.03%
1,379
+67
356
$669K 0.03%
13,798
-1,257
357
$662K 0.03%
3,541
-345
358
$662K 0.03%
67,510
+2,476
359
$662K 0.03%
+40,165
360
$657K 0.03%
11,552
-1,932
361
$654K 0.03%
37,723
+23,639
362
$651K 0.03%
45,020
363
$644K 0.03%
17,052
+2,239
364
$644K 0.03%
+19,648
365
$643K 0.03%
35,199
+21,893
366
$643K 0.03%
7,740
+537
367
$641K 0.03%
11,599
-129
368
$635K 0.03%
3,860
-750
369
$625K 0.03%
37,930
-6,490
370
$624K 0.03%
1,743
+40
371
$622K 0.03%
18,940
-1,400
372
$621K 0.03%
9,760
+160
373
$618K 0.03%
6,986
-128
374
$610K 0.03%
2,874
+82
375
$608K 0.03%
+12,456
13 14
15
16 17