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
476
$619K 0.02%
24,110
+11,953
477
$617K 0.02%
11,855
-1
478
$616K 0.02%
40,802
-138,772
479
$614K 0.02%
5,887
+1,528
480
$605K 0.02%
7,334
+131
481
$603K 0.02%
950
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482
$598K 0.02%
15,254
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483
$597K 0.02%
3,380
+113
484
$595K 0.02%
2,299
-80,621
485
$592K 0.02%
2,560
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486
$591K 0.02%
2,541
-3
487
$591K 0.02%
2,234
-104
488
$589K 0.02%
26,695
-3,971
489
$588K 0.02%
1,759
-561
490
$587K 0.02%
10,069
-1,109
491
$587K 0.02%
1,290
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492
$586K 0.02%
2,903
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493
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6,293
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494
$581K 0.02%
6,644
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495
$581K 0.02%
9,100
+204
496
$578K 0.02%
5,910
-675
497
$577K 0.02%
+26,995
498
$576K 0.02%
16,974
+1,463
499
$570K 0.02%
2,440
-139
500
$564K 0.02%
2,997
-15,870
18 19
20
21 22