IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
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
+$21.3M
2
+$20.3M
3
+$17.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.55M
5
TSLA icon
Tesla
TSLA
+$2.51M

Top Sells

1
+$10M
2
+$8.37M
3
+$8.32M
4
TFC icon
Truist Financial
TFC
+$7.34M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.12M

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
451
$355K 0.02%
5,383
-24
452
$353K 0.02%
6,258
+606
453
$352K 0.02%
15,116
-1,676
454
$350K 0.02%
24,780
+4,569
455
$346K 0.02%
1,195
-325
456
$344K 0.02%
4,522
+224
457
$340K 0.02%
5,315
+1,112
458
$335K 0.02%
12,509
-589
459
$331K 0.02%
9,296
-449
460
$330K 0.02%
9,017
-2,236
461
$327K 0.02%
14,851
-1,040
462
$326K 0.02%
7,649
+9
463
$326K 0.02%
9,074
+386
464
$324K 0.02%
+17,158
465
$322K 0.02%
16,848
466
$321K 0.02%
3,891
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467
$318K 0.02%
4,560
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468
$316K 0.02%
1,129
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469
$315K 0.02%
+10,065
470
$314K 0.02%
8,289
-369
471
$312K 0.02%
9,470
-295
472
$311K 0.02%
6,455
-491
473
$308K 0.02%
16,166
+2,973
474
$305K 0.02%
8,695
+491
475
$304K 0.02%
5,546
-93
17 18
19
20 21