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
$2.78B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$45.4M
3
+$31.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.2M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$18.1M

Top Sells

1
+$3.64M
2
+$2.58M
3
+$1.79M
4
ENPH icon
Enphase Energy
ENPH
+$1.62M
5
CSX icon
CSX Corp
CSX
+$1.37M

Sector Composition

1 Technology 21.59%
2 Financials 13.72%
3 Consumer Discretionary 8.8%
4 Industrials 7.78%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$602K 0.02%
15,577
+679
402
$602K 0.02%
4,764
+527
403
$601K 0.02%
+11,000
404
$594K 0.02%
7,669
-1,470
405
$593K 0.02%
2,494
-197
406
$591K 0.02%
51,787
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407
$591K 0.02%
4,508
+50
408
$584K 0.02%
7,049
+32
409
$583K 0.02%
8,016
-5,529
410
$581K 0.02%
4,916
411
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14,863
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412
$580K 0.02%
11,628
-858
413
$575K 0.02%
1,412
+80
414
$573K 0.02%
6,126
-1,614
415
$570K 0.02%
7,243
+3,779
416
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417
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4,921
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418
$566K 0.02%
7,322
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419
$565K 0.02%
15,725
-1,327
420
$555K 0.02%
17,293
-2,893
421
$550K 0.02%
2,130
-79
422
$550K 0.02%
59,063
-300
423
$549K 0.02%
5,991
-426
424
$548K 0.02%
3,438
+64
425
$539K 0.02%
10,351
+2,323
15 16
17
18 19