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
$819M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$3.1M
3
+$2.28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
WMT icon
Walmart
WMT
+$1.98M

Top Sells

1
+$1.89M
2
+$1.8M
3
+$1.31M
4
HON icon
Honeywell
HON
+$1.25M
5
NFLX icon
Netflix
NFLX
+$1.14M

Sector Composition

1 Technology 14.88%
2 Financials 12.43%
3 Consumer Discretionary 10.84%
4 Consumer Staples 10.39%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.34M 0.9%
53,758
-504
27
$6.99M 0.85%
724,335
+33,565
28
$6.49M 0.79%
24,168
-4,256
29
$6.3M 0.77%
53,029
-111
30
$5.97M 0.73%
21,977
+3,331
31
$5.49M 0.67%
184,686
-53
32
$5.42M 0.66%
66,979
+7,421
33
$5.34M 0.65%
102,035
-1,311
34
$4.98M 0.61%
141,415
+2,071
35
$4.67M 0.57%
156,751
36
$4.63M 0.56%
90,368
+122
37
$4.36M 0.53%
19,493
-1,238
38
$4.25M 0.52%
70,760
39
$4.07M 0.5%
83,274
+2,111
40
$4.04M 0.49%
81,838
-2,869
41
$3.96M 0.48%
28,663
+1,638
42
$3.92M 0.48%
19,376
+98
43
$3.88M 0.47%
33,941
+1,425
44
$3.85M 0.47%
93,376
-12,861
45
$3.81M 0.46%
22,145
-7,273
46
$3.7M 0.45%
30,848
+1,348
47
$3.47M 0.42%
40,396
-79
48
$3.46M 0.42%
31,466
-1,105
49
$3.41M 0.42%
29,259
+500
50
$3.37M 0.41%
50,196
+15,072
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