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
$2.92B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.26M
3
+$7.22M
4
LLY icon
Eli Lilly
LLY
+$6.44M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$6.13M

Top Sells

1
+$7.36M
2
+$6.47M
3
+$3.97M
4
ITW icon
Illinois Tool Works
ITW
+$3.82M
5
CVX icon
Chevron
CVX
+$3.74M

Sector Composition

1 Technology 27.26%
2 Financials 13.66%
3 Consumer Discretionary 9.1%
4 Industrials 7.07%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$650K 0.02%
7,945
-65
402
$648K 0.02%
14,744
+1,686
403
$645K 0.02%
2,488
+1,003
404
$642K 0.02%
1,200
405
$641K 0.02%
6,344
-1,199
406
$639K 0.02%
8,670
+434
407
$637K 0.02%
16,536
-1,309
408
$630K 0.02%
4,643
+120
409
$622K 0.02%
28,858
+4,700
410
$622K 0.02%
3,815
-35
411
$619K 0.02%
13,124
+2,064
412
$619K 0.02%
9,287
+1,842
413
$618K 0.02%
4,384
+1,734
414
$615K 0.02%
12,554
+98
415
$615K 0.02%
1,455
+80
416
$608K 0.02%
+26,996
417
$608K 0.02%
5,691
+1,027
418
$608K 0.02%
5,518
+1,239
419
$602K 0.02%
12,557
+7,557
420
$597K 0.02%
5,940
+858
421
$597K 0.02%
7,262
-3,661
422
$596K 0.02%
1,900
+141
423
$595K 0.02%
33,270
-46,300
424
$594K 0.02%
6,349
+258
425
$590K 0.02%
7,957
+949
15 16
17
18 19