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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$326K 0.01%
9,092
+6
502
$325K 0.01%
+23,700
503
$324K 0.01%
7,321
-687
504
$324K 0.01%
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+693
505
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+2,254
506
$321K 0.01%
6,567
-162
507
$321K 0.01%
6,500
-352
508
$318K 0.01%
8,683
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509
$317K 0.01%
9,399
-5,623
510
$310K 0.01%
2,446
511
$310K 0.01%
2,968
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512
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28,188
-2,250
513
$304K 0.01%
14,600
+1,136
514
$300K 0.01%
17,076
+734
515
$297K 0.01%
4,700
+254
516
$297K 0.01%
3,561
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517
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785
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518
$295K 0.01%
4,744
-169
519
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5,300
520
$294K 0.01%
1,436
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521
$293K 0.01%
2,278
-13
522
$293K 0.01%
5,925
+1,505
523
$291K 0.01%
1,478
+3
524
$288K 0.01%
10,249
-757
525
$288K 0.01%
6,000
19 20
21
22 23