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
$2.78B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$45.4M
3
+$31.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.2M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$18.1M

Top Sells

1
+$3.64M
2
+$2.58M
3
+$1.79M
4
ENPH icon
Enphase Energy
ENPH
+$1.62M
5
CSX icon
CSX Corp
CSX
+$1.37M

Sector Composition

1 Technology 21.59%
2 Financials 13.72%
3 Consumer Discretionary 8.8%
4 Industrials 7.78%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$760K 0.03%
+15,456
352
$757K 0.03%
11,082
-470
353
$752K 0.03%
20,502
-228
354
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21,299
-4,071
355
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3,474
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6,162
-4
357
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12,458
+3
358
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19,973
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359
$738K 0.03%
33,397
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360
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18,843
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361
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3,166
-1,982
362
$723K 0.03%
5,284
+2,076
363
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+3,389
364
$711K 0.03%
5,005
-6,444
365
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367
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11,524
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368
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369
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29,576
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370
$688K 0.02%
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371
$679K 0.02%
2,808
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$673K 0.02%
578
+227
373
$673K 0.02%
18,603
-12,596
374
$669K 0.02%
10,288
+4,051
375
$668K 0.02%
3,330
13 14
15
16 17