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
401
$205K 0.03%
+74
402
$205K 0.03%
+3,958
403
$205K 0.03%
+1,316
404
$204K 0.03%
+1,120
405
$204K 0.03%
+3,940
406
$200K 0.03%
+5,337
407
$200K 0.03%
+4,068
408
$175K 0.02%
11,970
-10,000
409
$160K 0.02%
11,293
-505
410
$158K 0.02%
+11,900
411
$153K 0.02%
+10,351
412
$153K 0.02%
3,817
+425
413
$137K 0.02%
6,443
+500
414
$128K 0.02%
21,400
+4,200
415
$125K 0.02%
11,143
+5
416
$121K 0.02%
22,925
+2,784
417
$121K 0.02%
10,097
+92
418
$115K 0.02%
10,045
-2,286
419
$89K 0.01%
19,832
-400
420
$75K 0.01%
+43,500
421
$75K 0.01%
+23,348
422
$75K 0.01%
+21,206
423
$72K 0.01%
1,264
+19
424
$60K 0.01%
2,935
-200
425
$44K 0.01%
+28
15 16
17
18 19