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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$450K 0.01%
2,279
-86,790
552
$449K 0.01%
+1,071
553
$447K 0.01%
39,978
+1,150
554
$446K 0.01%
4,583
-2,003
555
$446K 0.01%
1,062
-35
556
$440K 0.01%
4,050
-89,742
557
$438K 0.01%
13,050
+197
558
$438K 0.01%
9,320
+1,682
559
$437K 0.01%
11,973
+1,606
560
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+16,545
561
$436K 0.01%
1,199
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562
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15,031
-26,874
563
$434K 0.01%
1,781
-79
564
$432K 0.01%
12,073
-776
565
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+5,208
566
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5,270
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567
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10,802
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568
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2,330
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569
$426K 0.01%
13,052
-85
570
$425K 0.01%
16,238
-91,365
571
$424K 0.01%
3,115
-671
572
$422K 0.01%
5,006
+433
573
$419K 0.01%
2,434
+47
574
$417K 0.01%
2,100
-91
575
$408K 0.01%
9,812
+2,619
21 22
23
24 25