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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$500K 0.02%
+1,311
427
$496K 0.02%
5,927
+1
428
$495K 0.02%
2,811
+719
429
$493K 0.02%
20,820
-2,541
430
$491K 0.02%
10,322
+186
431
$491K 0.02%
10,770
+152
432
$490K 0.02%
15,022
-224
433
$489K 0.02%
3,805
+64
434
$488K 0.02%
6,884
+216
435
$481K 0.02%
11,270
-12,290
436
$481K 0.02%
5,525
-2,624
437
$478K 0.02%
3,402
+167
438
$478K 0.02%
1,689
+555
439
$474K 0.02%
4,812
-6
440
$472K 0.02%
1,342
+139
441
$470K 0.02%
12,746
+801
442
$463K 0.02%
11,499
-360
443
$461K 0.02%
3,479
-241
444
$458K 0.02%
25,534
-7,457
445
$455K 0.02%
+1,834
446
$455K 0.02%
6,939
-573
447
$448K 0.02%
2,603
-10
448
$448K 0.02%
5,033
+1,983
449
$443K 0.02%
7,003
450
$439K 0.02%
1,174
-72
16 17
18
19 20