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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$304K 0.01%
11,128
-1,881
527
$302K 0.01%
13,464
+1,606
528
$299K 0.01%
5,300
-8,516
529
$299K 0.01%
+3,781
530
$298K 0.01%
6,866
-789
531
$297K 0.01%
6,901
-4,370
532
$295K 0.01%
5,716
-5,622
533
$295K 0.01%
15,654
+2,628
534
$294K 0.01%
5,532
-186
535
$293K 0.01%
6,729
+1
536
$293K 0.01%
+2,420
537
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6,000
538
$289K 0.01%
8,046
-127
539
$287K 0.01%
8,887
-13,225
540
$279K 0.01%
6,257
+1,012
541
$278K 0.01%
915
542
$275K 0.01%
1,510
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543
$273K 0.01%
811
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544
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790
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545
$272K 0.01%
25,787
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546
$271K 0.01%
+5,003
547
$269K 0.01%
6,095
-6,676
548
$267K 0.01%
2,211
549
$266K 0.01%
3,919
-457
550
$265K 0.01%
7,691
-725
20 21
22
23 24