IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.56%
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
+$6.83M
2
+$4.03M
3
+$3.97M
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$3.96M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.92M
2
+$4.45M
3
+$4.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.43M
5
PLTR icon
Palantir
PLTR
+$2.24M

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
$524K 0.02%
7,963
-5,503
404
$523K 0.02%
12,455
-466
405
$521K 0.02%
4,237
-6,908
406
$516K 0.02%
7,539
+123
407
$511K 0.02%
47,587
+21,800
408
$510K 0.02%
17,528
-1,476
409
$508K 0.02%
4,660
-953
410
$507K 0.02%
17,007
-3,000
411
$502K 0.02%
18,384
-104
412
$502K 0.02%
1,211
+37
413
$501K 0.02%
1,450
+11
414
$497K 0.02%
4,462
-2,675
415
$496K 0.02%
22,040
+6,359
416
$496K 0.02%
14,180
+233
417
$488K 0.02%
+23,896
418
$480K 0.02%
1,852
+3
419
$479K 0.02%
11,117
+347
420
$470K 0.02%
3,374
-105
421
$470K 0.02%
2,573
-30
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