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
551
$264K 0.01%
1,050
+163
552
$264K 0.01%
5,348
-1,424
553
$264K 0.01%
9,086
+2,459
554
$264K 0.01%
2,446
555
$263K 0.01%
18,848
556
$263K 0.01%
4,798
+150
557
$261K 0.01%
6,353
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558
$259K 0.01%
6,052
-140
559
$259K 0.01%
7,230
-84,185
560
$259K 0.01%
+8,418
561
$258K 0.01%
1,911
562
$258K 0.01%
4,892
-156
563
$255K 0.01%
5,561
+2
564
$255K 0.01%
3,402
565
$254K 0.01%
1,040
566
$254K 0.01%
4,101
567
$253K 0.01%
13,263
-15,607
568
$252K 0.01%
3,955
-91
569
$252K 0.01%
13,306
+2
570
$251K 0.01%
4,515
-69
571
$251K 0.01%
2,776
+337
572
$250K 0.01%
7,455
573
$248K 0.01%
5,027
+182
574
$244K 0.01%
10,780
-279
575
$240K 0.01%
16,342
-144
21 22
23
24 25