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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$559K 0.02%
1,400
+22
502
$556K 0.02%
5,288
-288
503
$556K 0.02%
8,513
-840
504
$549K 0.02%
11,753
-7,578
505
$539K 0.02%
7,113
-2,820
506
$538K 0.02%
1,797
+475
507
$537K 0.02%
2,397
-281
508
$536K 0.02%
55,242
-12,048
509
$531K 0.02%
5,718
-18,624
510
$530K 0.02%
20,055
+100
511
$526K 0.02%
31,272
-128
512
$518K 0.02%
1,956
+356
513
$518K 0.02%
281
-2
514
$517K 0.02%
60,830
+6,709
515
$511K 0.02%
4,956
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516
$510K 0.02%
2,457
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518
$505K 0.02%
932
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519
$505K 0.02%
4,534
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520
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1,817
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521
$505K 0.02%
8,529
-21,377
522
$504K 0.02%
10,333
-45,136
523
$504K 0.02%
2,599
-395,002
524
$504K 0.02%
19,317
+6,529
525
$504K 0.02%
14,412
-372
19 20
21
22 23