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
551
$226K 0.01%
+1,801
552
$225K 0.01%
9,126
-16,764
553
$225K 0.01%
+10,730
554
$225K 0.01%
1,666
-191
555
$224K 0.01%
7,873
-667
556
$222K 0.01%
+15,867
557
$222K 0.01%
9,194
+76
558
$218K 0.01%
13,908
-1,248
559
$218K 0.01%
1,846
-150
560
$217K 0.01%
5,994
-234
561
$216K 0.01%
+5,903
562
$215K 0.01%
20,652
563
$214K 0.01%
+1,130
564
$214K 0.01%
5,557
+1
565
$213K 0.01%
+9,253
566
$213K 0.01%
1,175
-93
567
$212K 0.01%
9,063
+1,211
568
$212K 0.01%
1,996
-398
569
$212K 0.01%
+11,000
570
$211K 0.01%
+3,720
571
$210K 0.01%
2,784
-499
572
$208K 0.01%
1,966
-123
573
$207K 0.01%
19,643
+2,000
574
$206K 0.01%
6,118
-309
575
$206K 0.01%
4,407
+36
21 22
23
24 25