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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$8.91M
3
+$7.39M
4
META icon
Meta Platforms (Facebook)
META
+$6.42M
5
T icon
AT&T
T
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.37%
2 Communication Services 12.22%
3 Financials 11.09%
4 Industrials 10.3%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.06%
+17,780
27
$2.42M 1.04%
+20,932
28
$2.42M 1.04%
+43,888
29
$2.32M 0.99%
+14,611
30
$2.31M 0.99%
+15,449
31
$2.09M 0.9%
+46,306
32
$2.07M 0.89%
+18,017
33
$2.06M 0.88%
+12,550
34
$2.06M 0.88%
+19,504
35
$2.02M 0.87%
+24,808
36
$1.93M 0.83%
+12,025
37
$1.88M 0.81%
+35,779
38
$1.87M 0.8%
+35,163
39
$1.78M 0.76%
+16,416
40
$1.74M 0.75%
+14,341
41
$1.64M 0.7%
+17,340
42
$1.64M 0.7%
+23,026
43
$1.63M 0.7%
+47,357
44
$1.62M 0.69%
+13,699
45
$1.61M 0.69%
+70,792
46
$1.61M 0.69%
+13,707
47
$1.6M 0.69%
+16,084
48
$1.6M 0.68%
+23,507
49
$1.59M 0.68%
+19,449
50
$1.58M 0.68%
+34,904
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