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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.5M 0.79%
31,005
-142
27
$17.4M 0.79%
335,312
+24,255
28
$17.1M 0.77%
56,913
+2,284
29
$17M 0.77%
31,725
+1,597
30
$16.8M 0.76%
72,975
+514
31
$16.5M 0.74%
308,889
+7,035
32
$15.9M 0.72%
31,628
-2,854
33
$15.9M 0.72%
58,373
-841
34
$13.2M 0.6%
159,100
+28,640
35
$12.7M 0.58%
74,191
-3,548
36
$12M 0.54%
274,001
+86,726
37
$11.9M 0.54%
259,684
-13,692
38
$11.4M 0.52%
54,977
+4,713
39
$10.9M 0.49%
52,528
-2,693
40
$10.7M 0.48%
121,356
+2,580
41
$10.6M 0.48%
68,198
-1,890
42
$10.4M 0.47%
86,429
-690
43
$10.3M 0.47%
51,676
+3,424
44
$10M 0.45%
43,599
+2,188
45
$9.86M 0.45%
24,119
+967
46
$9.78M 0.44%
357,294
+755
47
$9.75M 0.44%
81,044
+1,252
48
$9.42M 0.43%
23,786
+717
49
$9.36M 0.42%
50,647
-1,269
50
$8.97M 0.41%
29,201
-429
1
2
3 4 5