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
$691M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.58M
3
+$5.47M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$5.31M
2
+$2.11M
3
+$1.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
NKE icon
Nike
NKE
+$1.34M

Sector Composition

1 Technology 15.59%
2 Financials 12.71%
3 Consumer Discretionary 12.38%
4 Communication Services 11.65%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$205K 0.03%
1,750
+15
377
$204K 0.03%
+5,296
378
$203K 0.03%
1,779
+115
379
$198K 0.03%
15,505
+5,154
380
$194K 0.03%
12,164
+504
381
$192K 0.03%
5,593
+75
382
$187K 0.03%
26,260
+771
383
$185K 0.03%
5,076
+1,259
384
$183K 0.03%
11,870
-100
385
$182K 0.03%
468
+399
386
$160K 0.02%
11,185
-108
387
$151K 0.02%
50,486
+2,600
388
$139K 0.02%
6,943
+500
389
$135K 0.02%
55,200
+11,700
390
$135K 0.02%
47,360
+24,012
391
$130K 0.02%
+16,374
392
$129K 0.02%
13,901
+2,001
393
$118K 0.02%
56
+28
394
$111K 0.02%
11,312
-10,211
395
$103K 0.01%
10,843
-300
396
$98K 0.01%
+4,353
397
$93K 0.01%
19,832
398
$84K 0.01%
20,056
-1,150
399
$71K 0.01%
1,275
+11
400
$53K 0.01%
2,935
14 15
16
17 18