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
$2.92B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.26M
3
+$7.22M
4
LLY icon
Eli Lilly
LLY
+$6.44M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$6.13M

Top Sells

1
+$7.36M
2
+$6.47M
3
+$3.97M
4
ITW icon
Illinois Tool Works
ITW
+$3.82M
5
CVX icon
Chevron
CVX
+$3.74M

Sector Composition

1 Technology 27.26%
2 Financials 13.66%
3 Consumer Discretionary 9.1%
4 Industrials 7.07%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$526K 0.02%
6,915
+1,321
452
$524K 0.02%
2,969
+659
453
$521K 0.02%
11,325
+1,836
454
$521K 0.02%
6,912
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455
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1,390
-241
456
$520K 0.02%
20,034
-1,485
457
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1,746
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458
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9,495
-1,087
459
$510K 0.02%
6,543
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460
$509K 0.02%
11,980
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461
$509K 0.02%
10,489
+1,203
462
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5,247
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463
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9,940
-259
464
$502K 0.02%
6,714
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465
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16,134
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466
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12,651
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467
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11,343
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468
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11,853
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469
$488K 0.02%
6,566
470
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2,070
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471
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6,233
+1,339
472
$480K 0.02%
11,452
-414
473
$477K 0.02%
3,530
+1,431
474
$476K 0.02%
9,293
-801
475
$476K 0.02%
7,375
-749
17 18
19
20 21