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
$819M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$3.1M
3
+$2.28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
WMT icon
Walmart
WMT
+$1.98M

Top Sells

1
+$1.89M
2
+$1.8M
3
+$1.31M
4
HON icon
Honeywell
HON
+$1.25M
5
NFLX icon
Netflix
NFLX
+$1.14M

Sector Composition

1 Technology 14.88%
2 Financials 12.43%
3 Consumer Discretionary 10.84%
4 Consumer Staples 10.39%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$220K 0.03%
1,864
402
$219K 0.03%
5,875
-262
403
$218K 0.03%
+1,736
404
$218K 0.03%
+3,861
405
$215K 0.03%
7,670
+310
406
$214K 0.03%
2,301
-257
407
$213K 0.03%
4,860
-13,226
408
$212K 0.03%
+4,995
409
$212K 0.03%
3,536
+106
410
$212K 0.03%
11,560
-1,007
411
$212K 0.03%
5,349
-6,819
412
$210K 0.03%
5,625
+32
413
$210K 0.03%
+1,854
414
$209K 0.03%
+8,077
415
$206K 0.03%
3,553
-3,062
416
$205K 0.03%
738
-92
417
$205K 0.03%
3,698
-107
418
$203K 0.02%
3,487
-732
419
$203K 0.02%
+3,275
420
$202K 0.02%
+1,106
421
$201K 0.02%
16,283
-1,208
422
$201K 0.02%
1,429
-110
423
$201K 0.02%
+4,915
424
$193K 0.02%
+11,650
425
$168K 0.02%
6,980
+37
15 16
17
18 19