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
$2.78B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$45.4M
3
+$31.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.2M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$18.1M

Top Sells

1
+$3.64M
2
+$2.58M
3
+$1.79M
4
ENPH icon
Enphase Energy
ENPH
+$1.62M
5
CSX icon
CSX Corp
CSX
+$1.37M

Sector Composition

1 Technology 21.59%
2 Financials 13.72%
3 Consumer Discretionary 8.8%
4 Industrials 7.78%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$331K 0.01%
+1,761
527
$330K 0.01%
+12,247
528
$329K 0.01%
1,423
-55
529
$329K 0.01%
1,622
+186
530
$325K 0.01%
575
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531
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4,530
-170
532
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785
533
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2,199
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534
$323K 0.01%
12,742
+2,146
535
$323K 0.01%
7,104
536
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+13,246
537
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1,682
-111
538
$317K 0.01%
6,533
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539
$316K 0.01%
8,060
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540
$315K 0.01%
8,774
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541
$314K 0.01%
2,498
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542
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2,455
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2,536
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5,899
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545
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2,558
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546
$301K 0.01%
5,301
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547
$300K 0.01%
3,188
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548
$299K 0.01%
4,021
549
$297K 0.01%
169,805
+68,500
550
$292K 0.01%
3,124
-449
20 21
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23 24