IAA
Independent Advisor Alliance Portfolio holdings
AUM
$3.47B
1-Year Return
23.93%
This Quarter Return
+7.65%
1 Year Return
+23.93%
3 Year Return
+94.63%
5 Year Return
+175.37%
10 Year Return
–
AUM
$2.75B
AUM Growth
-$172M
(-5.9%)
Cap. Flow
-$339M
Cap. Flow
% of AUM
-12.35%
Top 10 Holdings %
Top 10 Hldgs %
34.57%
Holding
769
New
67
Increased
269
Reduced
335
Closed
65
Top Buys
| 1 |
Vistra
VST
|
+$4.71M |
| 2 |
Aflac
AFL
|
+$4.4M |
| 3 |
Deckers Outdoor
DECK
|
+$4.17M |
| 4 |
AT&T
T
|
+$4M |
| 5 |
Powell Industries
POWL
|
+$3.69M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$117M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$54.2M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$38.3M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$28.3M |
| 5 |
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% |
