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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$680K 0.02%
8,419
+533
452
$677K 0.02%
10,904
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453
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23,538
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33,680
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456
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4,188
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457
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458
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3,962
-188
459
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5,370
-27,354
460
$652K 0.02%
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-146
461
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462
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464
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467
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6,474
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469
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18,082
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471
$629K 0.02%
16,240
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$626K 0.02%
5,243
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473
$626K 0.02%
8,141
-1,118
474
$625K 0.02%
8,370
+470
475
$621K 0.02%
11,965
-114,990
17 18
19
20 21