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
501
$276K 0.02%
17,205
-48,881
502
$276K 0.02%
20,903
+4,937
503
$271K 0.02%
7,115
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504
$270K 0.02%
2,269
-400
505
$270K 0.02%
3,235
+2
506
$268K 0.02%
11,607
-22
507
$267K 0.02%
1,961
-9,477
508
$267K 0.02%
1,572
-1,487
509
$266K 0.02%
+13,617
510
$266K 0.02%
9,478
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511
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8,870
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512
$266K 0.02%
992
+14
513
$263K 0.02%
5,989
-82
514
$263K 0.02%
3,083
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515
$263K 0.02%
1,398
-262
516
$261K 0.02%
9,419
+1
517
$261K 0.02%
5,192
-1,891
518
$260K 0.02%
3,756
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519
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4,030
-202
520
$260K 0.02%
+2,479
521
$259K 0.02%
4,615
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522
$258K 0.02%
+8,746
523
$257K 0.02%
5,978
+298
524
$257K 0.02%
16,381
+109
525
$256K 0.01%
22,613
+247
19 20
21
22 23