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
$2.92B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.26M
3
+$7.22M
4
LLY icon
Eli Lilly
LLY
+$6.44M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$6.13M

Top Sells

1
+$7.36M
2
+$6.47M
3
+$3.97M
4
ITW icon
Illinois Tool Works
ITW
+$3.82M
5
CVX icon
Chevron
CVX
+$3.74M

Sector Composition

1 Technology 27.26%
2 Financials 13.66%
3 Consumer Discretionary 9.1%
4 Industrials 7.07%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$763K 0.03%
+4,451
377
$763K 0.03%
8,656
-394
378
$760K 0.03%
10,232
+2,012
379
$759K 0.03%
57,927
380
$752K 0.03%
2,557
+151
381
$749K 0.03%
26,736
+3,024
382
$745K 0.03%
9,466
-5,105
383
$737K 0.03%
8,109
-124
384
$730K 0.03%
4,001
-1,756
385
$730K 0.03%
5,037
+121
386
$727K 0.02%
17,572
+870
387
$723K 0.02%
244
+24
388
$715K 0.02%
45,000
389
$708K 0.02%
9,025
+2,656
390
$700K 0.02%
2,891
-66
391
$695K 0.02%
3,393
+1,134
392
$695K 0.02%
+29,455
393
$687K 0.02%
23,766
-16,007
394
$683K 0.02%
26,980
-8,286
395
$676K 0.02%
3,330
396
$674K 0.02%
+29,298
397
$669K 0.02%
1,161
+14
398
$666K 0.02%
5,139
+853
399
$664K 0.02%
13,672
+3,642
400
$661K 0.02%
2,702
+220
14 15
16
17 18