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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.15M 0.04%
17,928
-663
352
$1.15M 0.04%
5,549
-143
353
$1.14M 0.04%
58,650
+920
354
$1.13M 0.04%
18,979
-253
355
$1.12M 0.04%
73,487
+10
356
$1.11M 0.04%
51,742
-80
357
$1.11M 0.04%
12,776
+414
358
$1.11M 0.04%
5,392
+110
359
$1.1M 0.04%
10,066
+392
360
$1.09M 0.04%
9,959
-1,267
361
$1.09M 0.04%
49,973
+3,163
362
$1.09M 0.04%
+42,940
363
$1.08M 0.04%
9,061
-170
364
$1.08M 0.04%
18,288
+985
365
$1.08M 0.04%
34,804
-3,194
366
$1.06M 0.04%
147
-5
367
$1.06M 0.04%
7,522
-144
368
$1.06M 0.04%
12,623
+1,136
369
$1.05M 0.03%
9,672
+3
370
$1.05M 0.03%
104,534
+3,823
371
$1.05M 0.03%
27,636
-104,342
372
$1.03M 0.03%
12,264
+525
373
$1.03M 0.03%
38,654
+1,059
374
$1.02M 0.03%
4,671
+88
375
$1.01M 0.03%
7,016
+234
13 14
15
16 17