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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$575K 0.03%
6,833
-1,275
402
$575K 0.03%
1,200
403
$572K 0.03%
65,034
+2
404
$567K 0.03%
3,975
-596
405
$560K 0.02%
19,695
-234
406
$551K 0.02%
4,834
-184
407
$549K 0.02%
7,546
-994
408
$546K 0.02%
11,549
-20
409
$545K 0.02%
18,488
-1,478
410
$537K 0.02%
4,769
+906
411
$536K 0.02%
+13,898
412
$533K 0.02%
8,008
+530
413
$531K 0.02%
10,679
+299
414
$527K 0.02%
2,623
-1,345
415
$527K 0.02%
14,784
+2,521
416
$525K 0.02%
6,200
-351
417
$522K 0.02%
19,736
+414
418
$519K 0.02%
1,849
-536
419
$514K 0.02%
5,613
-285
420
$511K 0.02%
3,675
+35
421
$508K 0.02%
10,724
-1,164
422
$508K 0.02%
13,947
-225
423
$507K 0.02%
6,584
+756
424
$506K 0.02%
8,829
+196
425
$504K 0.02%
14,390
+756
15 16
17
18 19