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
$2.92B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.26M
3
+$7.22M
4
LLY icon
Eli Lilly
LLY
+$6.44M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$6.13M

Top Sells

1
+$7.36M
2
+$6.47M
3
+$3.97M
4
ITW icon
Illinois Tool Works
ITW
+$3.82M
5
CVX icon
Chevron
CVX
+$3.74M

Sector Composition

1 Technology 27.26%
2 Financials 13.66%
3 Consumer Discretionary 9.1%
4 Industrials 7.07%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$324K 0.01%
3,477
-371
552
$324K 0.01%
18,358
-3,710
553
$323K 0.01%
23,700
554
$323K 0.01%
5,974
+80
555
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556
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823
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557
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1,187
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558
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3,281
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559
$319K 0.01%
9,438
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560
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1,956
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561
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14,177
-65,063
562
$318K 0.01%
420
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563
$313K 0.01%
4,823
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564
$311K 0.01%
+7,962
565
$309K 0.01%
5,446
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566
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948
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567
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2,350
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12,234
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569
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+2,367
570
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13,199
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571
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572
$296K 0.01%
2,078
+22
573
$296K 0.01%
2,562
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574
$295K 0.01%
4,274
+100
575
$295K 0.01%
10,231
+2,920
21 22
23
24 25