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
$2.75B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.4M
3
+$4.17M
4
T icon
AT&T
T
+$4M
5
POWL icon
Powell Industries
POWL
+$3.69M

Top Sells

1
+$117M
2
+$54.2M
3
+$38.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.2M

Sector Composition

1 Technology 28.29%
2 Financials 16.68%
3 Consumer Discretionary 10.45%
4 Industrials 8.71%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$317K 0.01%
3,307
+162
552
$316K 0.01%
1,544
+236
553
$314K 0.01%
6,694
+419
554
$314K 0.01%
1,978
-100
555
$314K 0.01%
941
+135
556
$314K 0.01%
7,628
+95
557
$310K 0.01%
8,888
+203
558
$310K 0.01%
2,321
+202
559
$309K 0.01%
10,337
+2,475
560
$308K 0.01%
13,357
+1,063
561
$301K 0.01%
11,309
-1,474
562
$301K 0.01%
+6,091
563
$301K 0.01%
10,231
564
$301K 0.01%
1,703
-55
565
$300K 0.01%
13,245
+1,902
566
$299K 0.01%
865
-9
567
$298K 0.01%
33,310
+10,492
568
$298K 0.01%
2,462
+1
569
$298K 0.01%
5,185
-95
570
$295K 0.01%
2,860
-960
571
$295K 0.01%
20,806
-504
572
$294K 0.01%
2,457
573
$294K 0.01%
+4,565
574
$293K 0.01%
3,598
-6
575
$290K 0.01%
2,650
-227
21 22
23
24 25