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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$388K 0.02%
13,357
-272
427
$387K 0.02%
9,485
-1,291
428
$387K 0.02%
6,001
+320
429
$387K 0.02%
3,154
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430
$386K 0.02%
3,573
+13
431
$386K 0.02%
20,806
432
$381K 0.02%
9,250
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433
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2,246
434
$375K 0.02%
94
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435
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4,863
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436
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437
$368K 0.02%
9,028
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438
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439
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1,317
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440
$363K 0.02%
63,282
441
$363K 0.02%
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$363K 0.02%
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445
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446
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10,470
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447
$358K 0.02%
432
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448
$357K 0.02%
2,030
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449
$357K 0.02%
2,422
+22
450
$356K 0.02%
3,421
+171
16 17
18
19 20