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
376
$1M 0.03%
29,615
+197
377
$993K 0.03%
21,942
-263,621
378
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1,698
-94
379
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-196
380
$963K 0.03%
20,898
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381
$951K 0.03%
21,643
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7,324
-134
384
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-856
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22,492
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386
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16,113
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16,532
-522
389
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9,510
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390
$906K 0.03%
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392
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393
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394
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2,113
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395
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4,174
-186
396
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17,187
-449,608
397
$872K 0.03%
10,595
+573
398
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34,825
-8,131
399
$860K 0.03%
9,002
+32
400
$857K 0.03%
21,037
-1,396,994
14 15
16
17 18