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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$636K 0.03%
18,857
-3,089
377
$634K 0.03%
15,405
+5,731
378
$629K 0.03%
1,703
+60
379
$628K 0.03%
14,304
+2,817
380
$626K 0.03%
8,634
+600
381
$623K 0.03%
9,998
-249
382
$621K 0.03%
1,147
383
$618K 0.03%
7,114
+204
384
$613K 0.03%
20,007
385
$611K 0.03%
9,600
-150
386
$607K 0.03%
6,171
-366
387
$605K 0.03%
9,474
-2,754
388
$603K 0.03%
14,813
-582
389
$603K 0.03%
+7,436
390
$603K 0.03%
13,630
-215
391
$597K 0.03%
19,004
-17,456
392
$594K 0.03%
1,849
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393
$593K 0.03%
17,863
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394
$591K 0.03%
1,439
+215
395
$589K 0.03%
9,541
+600
396
$587K 0.03%
59,583
-1,070
397
$587K 0.03%
1,312
-37
398
$587K 0.03%
7,416
399
$582K 0.03%
9,743
+718
400
$579K 0.03%
1,530
+79
14 15
16
17 18