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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$303K 0.02%
1,646
-89
477
$300K 0.02%
+12,060
478
$298K 0.02%
4,817
+863
479
$298K 0.02%
3,413
480
$297K 0.02%
11,231
+164
481
$295K 0.02%
999
+196
482
$295K 0.02%
2,818
-200
483
$294K 0.02%
4,076
-346
484
$293K 0.02%
7,074
-480
485
$293K 0.02%
2,863
+516
486
$292K 0.02%
7,496
-2,999
487
$290K 0.02%
5,153
+1,002
488
$289K 0.02%
3,133
-209
489
$289K 0.02%
2,219
+10
490
$289K 0.02%
6,586
+104
491
$287K 0.02%
10,044
-970
492
$286K 0.02%
4,246
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493
$286K 0.02%
840
-12
494
$285K 0.02%
39,117
+9
495
$285K 0.02%
1,921
-122
496
$284K 0.02%
1,412
+242
497
$281K 0.02%
907
-41
498
$280K 0.02%
+10,194
499
$277K 0.02%
4,888
+87
500
$277K 0.02%
8,551
+300
18 19
20
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