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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$441K 0.03%
10,185
-200
402
$441K 0.03%
1,456
+127
403
$436K 0.03%
5,925
-219
404
$436K 0.03%
3,773
-232
405
$436K 0.03%
3,122
+2,013
406
$430K 0.03%
3,719
-788
407
$428K 0.03%
1,274
-112
408
$428K 0.03%
12,214
+606
409
$427K 0.02%
9,464
+1,400
410
$422K 0.02%
36,726
+2,393
411
$421K 0.02%
14,708
+309
412
$420K 0.02%
13,816
413
$417K 0.02%
+6,615
414
$416K 0.02%
3,577
-24
415
$415K 0.02%
+15,400
416
$414K 0.02%
3,801
+211
417
$408K 0.02%
12,365
+365
418
$401K 0.02%
9,129
+2,233
419
$401K 0.02%
4,459
-184
420
$398K 0.02%
6,900
+111
421
$397K 0.02%
9,149
+1,006
422
$395K 0.02%
4,905
-1,047
423
$392K 0.02%
1,831
-50
424
$390K 0.02%
2,516
+151
425
$390K 0.02%
2,295
+573
15 16
17
18 19