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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$528K 0.02%
8,284
-2,453
402
$526K 0.02%
12,486
+937
403
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4,237
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7,539
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407
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47,587
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408
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17,528
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409
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-953
410
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17,007
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411
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18,384
-104
412
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1,211
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413
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1,450
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414
$497K 0.02%
4,462
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415
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416
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418
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1,852
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419
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420
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3,374
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421
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2,573
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422
$468K 0.02%
8,028
+208
423
$467K 0.02%
1,716
+27
424
$464K 0.02%
5,695
-19,253
425
$463K 0.02%
1,332
-10
15 16
17
18 19