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
$691M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.58M
3
+$5.47M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$5.31M
2
+$2.11M
3
+$1.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
NKE icon
Nike
NKE
+$1.34M

Sector Composition

1 Technology 15.59%
2 Financials 12.71%
3 Consumer Discretionary 12.38%
4 Communication Services 11.65%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.78M 0.84%
20,167
-248
27
$5.56M 0.81%
185,142
+11,214
28
$4.78M 0.69%
106,237
+3,686
29
$4.76M 0.69%
184,739
+5,504
30
$4.73M 0.68%
18,646
+2,510
31
$4.67M 0.68%
139,344
+14,268
32
$4.34M 0.63%
103,346
+17,025
33
$4.28M 0.62%
59,558
+12,113
34
$4.28M 0.62%
20,731
-4,274
35
$4.24M 0.61%
84,707
+7,531
36
$4.17M 0.6%
29,418
+9,347
37
$4.04M 0.59%
105,483
+14,714
38
$3.65M 0.53%
27,025
+1,950
39
$3.6M 0.52%
81,163
+6,595
40
$3.39M 0.49%
70,240
+18,704
41
$3.32M 0.48%
40,475
+2,778
42
$3.29M 0.48%
32,571
+573
43
$3.27M 0.47%
19,300
+6,095
44
$3.23M 0.47%
32,516
+4,413
45
$3.19M 0.46%
28,797
-253
46
$3.12M 0.45%
121,128
-954
47
$2.98M 0.43%
28,759
+4,314
48
$2.89M 0.42%
34,461
-15,980
49
$2.89M 0.42%
44,435
-3,191
50
$2.85M 0.41%
29,500
+644
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2
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