IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.56%
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
+$6.83M
2
+$4.03M
3
+$3.97M
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$3.96M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.92M
2
+$4.45M
3
+$4.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.43M
5
PLTR icon
Palantir
PLTR
+$2.24M

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%
21,499
+693
505
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+2,254
506
$321K 0.01%
6,567
-162
507
$321K 0.01%
5,778
-313
508
$318K 0.01%
8,683
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509
$317K 0.01%
9,399
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510
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2,446
511
$310K 0.01%
2,968
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512
$306K 0.01%
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
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516
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517
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518
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519
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5,300
520
$294K 0.01%
1,436
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521
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2,278
-13
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$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