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
$2.29B
AUM Growth
+$1.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$63.7M
3
+$50.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$38.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$30.3M

Top Sells

1
+$8.44M
2
+$2.95M
3
+$2.29M
4
STZ icon
Constellation Brands
STZ
+$1.65M
5
LMT icon
Lockheed Martin
LMT
+$1.32M

Sector Composition

1 Technology 6.42%
2 Financials 5.87%
3 Consumer Discretionary 4.14%
4 Communication Services 3.97%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$465K 0.02%
2,546
-309
552
$459K 0.02%
+85,311
553
$455K 0.02%
+17,853
554
$455K 0.02%
16,564
+774
555
$455K 0.02%
+19,429
556
$447K 0.02%
27,758
-276
557
$445K 0.02%
+8,267
558
$444K 0.02%
+6,664
559
$443K 0.02%
+13,868
560
$443K 0.02%
7,384
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561
$441K 0.02%
+48,535
562
$436K 0.02%
3,973
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563
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8,906
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564
$433K 0.02%
6,849
565
$433K 0.02%
9,097
-536
566
$430K 0.02%
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567
$426K 0.02%
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568
$425K 0.02%
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15,222
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570
$423K 0.02%
21,254
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571
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572
$422K 0.02%
13,982
-1,294
573
$420K 0.02%
21,344
574
$419K 0.02%
19,850
+65
575
$419K 0.02%
4,423
+256
21 22
23
24 25