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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$389K 0.02%
8,334
+99
477
$387K 0.02%
6,185
-153
478
$384K 0.02%
7,820
-1,860
479
$384K 0.02%
20,806
480
$383K 0.02%
+1,739
481
$382K 0.02%
8,746
482
$382K 0.02%
14,084
-1,187
483
$382K 0.02%
30,438
-581
484
$377K 0.02%
6,736
-381
485
$368K 0.02%
14,044
-19,398
486
$366K 0.02%
+15,681
487
$364K 0.02%
971
+29
488
$363K 0.02%
5,073
-487
489
$362K 0.02%
+7,975
490
$361K 0.02%
10,591
+1,113
491
$359K 0.02%
1,815
+46
492
$359K 0.02%
1,024
+33
493
$357K 0.02%
5,186
-283
494
$357K 0.02%
6,852
-1,176
495
$357K 0.02%
12,060
496
$354K 0.02%
+2,124
497
$353K 0.02%
4,913
-56
498
$352K 0.02%
3,290
+869
499
$352K 0.02%
4,637
+83
500
$351K 0.02%
15,711
+4,116
18 19
20
21 22