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
$2.92B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.26M
3
+$7.22M
4
LLY icon
Eli Lilly
LLY
+$6.44M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$6.13M

Top Sells

1
+$7.36M
2
+$6.47M
3
+$3.97M
4
ITW icon
Illinois Tool Works
ITW
+$3.82M
5
CVX icon
Chevron
CVX
+$3.74M

Sector Composition

1 Technology 27.26%
2 Financials 13.66%
3 Consumer Discretionary 9.1%
4 Industrials 7.07%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$412K 0.01%
1,829
-326
502
$410K 0.01%
7,635
+3,370
503
$408K 0.01%
14,730
-125
504
$403K 0.01%
2,466
+748
505
$402K 0.01%
5,242
+41
506
$400K 0.01%
8,016
507
$394K 0.01%
7,297
-124
508
$392K 0.01%
7,128
+499
509
$389K 0.01%
8,213
+38
510
$389K 0.01%
1,780
+6
511
$388K 0.01%
2,120
+231
512
$382K 0.01%
6,624
+2,087
513
$381K 0.01%
3,884
-163
514
$381K 0.01%
320
515
$378K 0.01%
1,038
+141
516
$377K 0.01%
+17,808
517
$377K 0.01%
6,530
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518
$376K 0.01%
10,111
-568
519
$375K 0.01%
10,970
+5,194
520
$374K 0.01%
1,504
+100
521
$373K 0.01%
3,290
522
$373K 0.01%
13,032
-263
523
$372K 0.01%
3,495
-195
524
$370K 0.01%
6,936
+1,423
525
$367K 0.01%
+12,783
19 20
21
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