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
$2.75B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.4M
3
+$4.17M
4
T icon
AT&T
T
+$4M
5
POWL icon
Powell Industries
POWL
+$3.69M

Top Sells

1
+$117M
2
+$54.2M
3
+$38.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.2M

Sector Composition

1 Technology 28.29%
2 Financials 16.68%
3 Consumer Discretionary 10.45%
4 Industrials 8.71%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$591K 0.02%
+8,237
427
$590K 0.02%
9,206
-87
428
$590K 0.02%
2,971
+2
429
$589K 0.02%
11,012
-440
430
$588K 0.02%
2,552
+84
431
$584K 0.02%
15,926
+1,412
432
$579K 0.02%
18,073
+501
433
$578K 0.02%
12,110
+7
434
$572K 0.02%
6,253
-461
435
$569K 0.02%
1,925
-68
436
$565K 0.02%
13,190
+1,367
437
$562K 0.02%
6,712
-200
438
$562K 0.02%
23,201
+8
439
$558K 0.02%
8,956
-1,077
440
$555K 0.02%
9,137
-803
441
$553K 0.02%
8,903
-825
442
$552K 0.02%
14,109
-4,772
443
$550K 0.02%
11,377
+52
444
$549K 0.02%
1,430
+40
445
$546K 0.02%
1,174
-639
446
$544K 0.02%
+31,310
447
$539K 0.02%
6,441
-474
448
$538K 0.02%
5,254
+7
449
$536K 0.02%
8,224
+4,232
450
$532K 0.02%
+36,939
16 17
18
19 20