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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$463K 0.02%
23,475
+12,695
427
$463K 0.02%
3,573
-353
428
$459K 0.02%
11,855
-6,000
429
$456K 0.02%
3,951
-861
430
$454K 0.02%
9,945
-377
431
$453K 0.02%
6,417
-352
432
$452K 0.02%
7,947
+1,762
433
$449K 0.02%
14,291
-3,572
434
$447K 0.02%
+16,531
435
$443K 0.02%
1,019
+73
436
$440K 0.02%
95,665
-327,400
437
$440K 0.02%
2,209
+43
438
$437K 0.02%
4,916
439
$437K 0.02%
2,509
+213
440
$436K 0.02%
8,513
-316
441
$433K 0.02%
6,361
+1,255
442
$433K 0.02%
4,458
-1,558
443
$433K 0.02%
4,248
-58
444
$433K 0.02%
11,789
-271
445
$433K 0.02%
1,938
+104
446
$432K 0.02%
7,017
+78
447
$431K 0.02%
2,818
+7
448
$430K 0.02%
18,237
-1,499
449
$426K 0.02%
3,675
450
$423K 0.02%
11,443
+173
16 17
18
19 20