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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$854K 0.03%
3,018
+50
402
$846K 0.03%
10,974
-4,995
403
$844K 0.03%
18,681
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404
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10,357
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405
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15,712
-41,824
406
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14,362
-56
407
$818K 0.03%
19,778
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408
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21,874
-4,526
409
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6,817
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410
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+15,564
411
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3,196
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412
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413
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22,299
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414
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3,507
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415
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416
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417
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420
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45,041
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14,414
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4,495
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423
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13,919
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424
$756K 0.03%
19,347
+804
425
$753K 0.02%
4,919
-101
15 16
17
18 19