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
$2.92B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.26M
3
+$7.22M
4
LLY icon
Eli Lilly
LLY
+$6.44M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$6.13M

Top Sells

1
+$7.36M
2
+$6.47M
3
+$3.97M
4
ITW icon
Illinois Tool Works
ITW
+$3.82M
5
CVX icon
Chevron
CVX
+$3.74M

Sector Composition

1 Technology 27.26%
2 Financials 13.66%
3 Consumer Discretionary 9.1%
4 Industrials 7.07%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$476K 0.02%
+60,975
477
$475K 0.02%
1,272
+40
478
$474K 0.02%
7,519
+1,682
479
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+19,269
480
$461K 0.02%
2,267
+235
481
$461K 0.02%
9,173
+42
482
$448K 0.02%
+10,783
483
$448K 0.02%
15,842
-154
484
$448K 0.02%
14,840
-575
485
$448K 0.02%
998
+72
486
$446K 0.02%
9,687
-741
487
$446K 0.02%
2,117
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488
$446K 0.02%
8,102
+1,061
489
$443K 0.02%
2,214
+265
490
$436K 0.01%
9,896
+1,095
491
$434K 0.01%
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492
$433K 0.01%
+7,792
493
$431K 0.01%
11,823
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494
$426K 0.01%
4,658
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495
$422K 0.01%
3,726
+16
496
$422K 0.01%
3,560
+35
497
$420K 0.01%
1,090
-28
498
$418K 0.01%
7,310
+3,516
499
$414K 0.01%
23,193
+47
500
$414K 0.01%
12,649
18 19
20
21 22