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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$256K 0.01%
6,266
527
$252K 0.01%
443
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528
$250K 0.01%
1,676
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529
$249K 0.01%
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530
$249K 0.01%
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531
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532
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6,299
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533
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534
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535
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536
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537
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538
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540
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541
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10,854
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547
$231K 0.01%
10,132
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548
$231K 0.01%
1,758
549
$229K 0.01%
4,657
+173
550
$228K 0.01%
18,243
-1,004
20 21
22
23 24