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
$2.78B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$45.4M
3
+$31.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.2M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$18.1M

Top Sells

1
+$3.64M
2
+$2.58M
3
+$1.79M
4
ENPH icon
Enphase Energy
ENPH
+$1.62M
5
CSX icon
CSX Corp
CSX
+$1.37M

Sector Composition

1 Technology 21.59%
2 Financials 13.72%
3 Consumer Discretionary 8.8%
4 Industrials 7.78%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$464K 0.02%
4,598
+350
452
$462K 0.02%
3,721
-13
453
$462K 0.02%
7,144
-4,882
454
$461K 0.02%
6,806
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455
$461K 0.02%
9,004
-5,393
456
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6,827
-1,136
457
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13,169
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458
$444K 0.02%
7,781
-2,640
459
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47,644
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460
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1,481
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461
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2,557
-16
462
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1,245
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463
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+15,228
464
$433K 0.02%
936
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465
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17,136
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1,541
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9,934
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471
$418K 0.02%
927
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$418K 0.02%
2,277
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473
$416K 0.02%
+4,755
474
$411K 0.01%
1,422
475
$407K 0.01%
2,951
-423
17 18
19
20 21