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
451
$438K 0.02%
+4,916
452
$434K 0.02%
4,306
-194
453
$434K 0.02%
2,587
+120
454
$434K 0.02%
2,979
-371
455
$433K 0.02%
6,769
+37
456
$427K 0.02%
4,645
-943
457
$423K 0.02%
2,166
+357
458
$422K 0.02%
366
459
$415K 0.02%
5,106
-151
460
$414K 0.02%
9,613
+2,254
461
$412K 0.02%
4,311
-162
462
$410K 0.02%
1,424
-148
463
$410K 0.02%
5,697
+1,497
464
$410K 0.02%
1,748
+165
465
$405K 0.02%
1,952
-44
466
$404K 0.02%
2,457
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467
$404K 0.02%
946
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468
$402K 0.02%
9,877
+2,153
469
$398K 0.02%
3,068
-604
470
$398K 0.02%
38,793
-925
471
$398K 0.02%
7,000
-710
472
$397K 0.02%
2,665
+787
473
$396K 0.02%
4,902
+24
474
$395K 0.02%
2,296
+181
475
$390K 0.02%
6,279
+65
17 18
19
20 21