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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$226K 0.03%
+3,243
377
$226K 0.03%
2,495
-1,441
378
$224K 0.03%
+10,599
379
$223K 0.03%
+8,302
380
$221K 0.03%
203
+59
381
$221K 0.03%
+2,181
382
$220K 0.03%
+3,676
383
$219K 0.03%
+6,023
384
$219K 0.03%
+1,665
385
$218K 0.03%
5,891
-1,254
386
$217K 0.03%
+10,720
387
$215K 0.03%
+11,660
388
$215K 0.03%
2,560
-314
389
$215K 0.03%
10,171
-2,102
390
$214K 0.03%
17,569
+3,411
391
$214K 0.03%
+6,191
392
$213K 0.03%
3,677
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393
$213K 0.03%
+2,365
394
$213K 0.03%
6,717
395
$211K 0.03%
+16,134
396
$209K 0.03%
11,253
-8,449
397
$208K 0.03%
2,741
-3,439
398
$207K 0.03%
4,248
-644
399
$206K 0.03%
+1,664
400
$205K 0.03%
+2,536
14 15
16
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