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
451
$419K 0.02%
4,605
-164
452
$419K 0.02%
7,202
+318
453
$411K 0.02%
3,374
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454
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18,024
-2,796
455
$407K 0.02%
7,275
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456
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3,208
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457
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13,021
-1,369
458
$396K 0.02%
1,900
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459
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460
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351
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461
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5,710
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462
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6,006
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463
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3,208
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464
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16,432
-3,263
465
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470
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6,237
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471
$367K 0.02%
38,802
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472
$365K 0.02%
6,536
+1,350
473
$363K 0.02%
1,422
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474
$362K 0.02%
13,935
-135
475
$361K 0.02%
1,051
+27
17 18
19
20 21