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
501
$348K 0.02%
2,291
-29
502
$347K 0.02%
443
-98
503
$343K 0.02%
5,960
+1,953
504
$341K 0.02%
3,436
+83
505
$341K 0.02%
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+16
506
$338K 0.01%
19,344
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507
$337K 0.01%
1,792
+172
508
$333K 0.01%
4,653
+475
509
$332K 0.01%
1,475
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510
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1,455
+436
511
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+10,685
512
$327K 0.01%
11,006
-154
513
$327K 0.01%
951
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514
$324K 0.01%
10,076
+2,454
515
$320K 0.01%
1,989
-25
516
$318K 0.01%
9,373
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517
$316K 0.01%
22,393
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518
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8,244
519
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14,330
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520
$314K 0.01%
5,139
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521
$310K 0.01%
7,052
-106
522
$310K 0.01%
1,548
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523
$309K 0.01%
3,822
524
$309K 0.01%
4,446
+169
525
$305K 0.01%
14,070
+20
19 20
21
22 23