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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.18M 0.87%
25,005
-10,076
27
$6.13M 0.86%
20,415
+303
28
$6.05M 0.85%
5,324
-40,427
29
$5.89M 0.83%
102,551
+4,159
30
$5.66M 0.8%
173,928
+5,403
31
$5.6M 0.79%
118,322
+93,308
32
$5.31M 0.75%
+99,011
33
$5.21M 0.73%
111,175
+11,178
34
$4.95M 0.7%
179,235
+22,182
35
$4.63M 0.65%
86,321
+4,435
36
$4.54M 0.64%
125,076
+17,562
37
$4.36M 0.61%
25,075
-7,268
38
$4.25M 0.6%
50,441
-24,585
39
$4.17M 0.59%
77,176
-42,895
40
$3.92M 0.55%
65,382
+35,623
41
$3.84M 0.54%
47,626
+4,836
42
$3.8M 0.53%
16,136
+2,985
43
$3.77M 0.53%
29,050
+2,012
44
$3.66M 0.51%
90,769
+9,391
45
$3.65M 0.51%
33,940
+2,611
46
$3.64M 0.51%
47,445
+7,099
47
$3.62M 0.51%
45,617
+12,543
48
$3.5M 0.49%
31,998
-1,635
49
$3.24M 0.46%
36,677
+3,394
50
$3.22M 0.45%
28,856
+2,060
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