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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$752K 0.02%
10,622
+938
427
$751K 0.02%
16,226
-18,222
428
$745K 0.02%
19,676
+252
429
$741K 0.02%
17,724
+4,256
430
$741K 0.02%
18,662
-340,688
431
$733K 0.02%
10,507
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432
$732K 0.02%
11,323
+35
433
$730K 0.02%
4,996
-130
434
$729K 0.02%
5,826
-57
435
$728K 0.02%
11,483
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436
$728K 0.02%
14,668
-87,894
437
$728K 0.02%
23,293
-105
438
$721K 0.02%
5,016
-3,505
439
$721K 0.02%
35,485
+4,134
440
$717K 0.02%
73,495
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441
$713K 0.02%
13,966
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442
$706K 0.02%
81,150
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443
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10,226
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444
$704K 0.02%
2,955
-109
445
$703K 0.02%
5,505
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446
$698K 0.02%
8,718
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447
$695K 0.02%
14,392
+1,289
448
$693K 0.02%
+2,085
449
$693K 0.02%
31,413
-1,109,029
450
$684K 0.02%
10,633
-387
16 17
18
19 20