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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$261K 0.01%
3,755
-67
552
$259K 0.01%
+2,472
553
$259K 0.01%
+2,920
554
$256K 0.01%
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555
$253K 0.01%
24,363
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556
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2,752
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557
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1,141
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558
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5,086
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559
$253K 0.01%
14,321
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560
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6,506
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561
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562
$251K 0.01%
11,306
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563
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564
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565
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5,562
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566
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567
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569
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570
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2,522
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572
$237K 0.01%
461
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573
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1,315
-233
574
$235K 0.01%
4,019
+64
575
$235K 0.01%
28,565
+17,158
21 22
23
24 25