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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.4M 0.67%
121,949
-3,267
27
$17.9M 0.59%
34,253
-1,851
28
$17.7M 0.59%
71,263
+10,997
29
$16.8M 0.55%
58,108
+5,123
30
$16.5M 0.54%
135,059
+1,191
31
$16.3M 0.54%
79,378
-896
32
$15.9M 0.53%
96,029
+2,548
33
$15.9M 0.52%
105,806
-101
34
$15.8M 0.52%
28,817
+1,630
35
$15.2M 0.5%
46,046
-3,513
36
$13.5M 0.44%
58,153
-4,803
37
$13.3M 0.44%
56,988
+1,637
38
$12.8M 0.42%
80,329
+3,781
39
$12.7M 0.42%
308,893
+4,151
40
$12.6M 0.42%
75,789
+6,335
41
$12.5M 0.41%
46,911
+3,464
42
$11.8M 0.39%
43,884
+541
43
$11.6M 0.38%
126,160
-13,759
44
$11M 0.36%
1,337,491
-160,601
45
$10.8M 0.36%
40,172
-151
46
$10.6M 0.35%
23,656
+1,620
47
$10.4M 0.34%
37,889
-90,982
48
$10.2M 0.34%
16,766
-1,315
49
$10.1M 0.33%
33,309
-3,661
50
$9.83M 0.32%
31,545
+1,269
1
2
3 4 5