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
$2.75B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.4M
3
+$4.17M
4
T icon
AT&T
T
+$4M
5
POWL icon
Powell Industries
POWL
+$3.69M

Top Sells

1
+$117M
2
+$54.2M
3
+$38.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.2M

Sector Composition

1 Technology 28.29%
2 Financials 16.68%
3 Consumer Discretionary 10.45%
4 Industrials 8.71%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$361K 0.01%
4,500
-158
527
$359K 0.01%
12,960
-7,074
528
$349K 0.01%
8,312
-3,019
529
$346K 0.01%
1,310
-1,581
530
$345K 0.01%
1,175
+7
531
$344K 0.01%
2,099
-107
532
$344K 0.01%
2,225
+149
533
$340K 0.01%
11,391
-6,967
534
$338K 0.01%
4,807
-884
535
$335K 0.01%
+15,312
536
$335K 0.01%
12,495
+261
537
$332K 0.01%
2,223
538
$330K 0.01%
7,962
539
$330K 0.01%
4,191
-824
540
$329K 0.01%
3,831
-5,194
541
$328K 0.01%
3,526
+99
542
$327K 0.01%
2,290
-176
543
$326K 0.01%
14,439
+1,240
544
$325K 0.01%
692
+11
545
$325K 0.01%
2,983
+207
546
$324K 0.01%
3,422
-55
547
$320K 0.01%
1,818
-138
548
$320K 0.01%
5,050
+828
549
$319K 0.01%
3,392
+169
550
$319K 0.01%
+2,002
20 21
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