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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$43K 0.01%
69
-1
427
$27K ﹤0.01%
12,000
428
$26K ﹤0.01%
3,796
+275
429
$23K ﹤0.01%
22,166
-17,500
430
$18K ﹤0.01%
35,997
431
$3K ﹤0.01%
+1,711
432
– –
-1,809
433
– –
-7,025
434
– –
-7,002
435
– –
0
436
– –
-3,837
437
– –
-724
438
– –
-1,815
439
– –
-17,466
440
– –
-4,590
441
– –
-14,120
442
– –
-9,111
443
– –
-14,838
444
– –
-19,320
445
– –
-6,089
446
– –
-25,451
447
– –
-2,869
448
– –
-13,960
449
– –
-14,560
450
– –
-2,702
15 16 17
18
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