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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$204K 0.01%
+483
577
$202K 0.01%
6,586
-22
578
$202K 0.01%
24,801
-3,008
579
$200K 0.01%
+6,580
580
$181K 0.01%
100,385
+10,605
581
$180K 0.01%
10,518
-1,934
582
$177K 0.01%
11,325
-69,378
583
$176K 0.01%
+28,978
584
$172K 0.01%
33,075
-1,649
585
$170K 0.01%
24,474
-10,677
586
$165K 0.01%
12,402
-1,775
587
$139K 0.01%
14,161
+465
588
$125K 0.01%
+10,501
589
$124K 0.01%
10,278
590
$119K 0.01%
66,712
+29,659
591
$118K 0.01%
14,075
-156
592
$107K 0.01%
22,083
-3,922
593
$94K 0.01%
+11,102
594
$86K 0.01%
10,085
-1,214
595
$85K 0.01%
31,085
+1,137
596
$81K ﹤0.01%
31,793
+6,000
597
$78K ﹤0.01%
19,641
-1,539
598
$78K ﹤0.01%
2,844
-74
599
$71K ﹤0.01%
+1,235
600
$69K ﹤0.01%
10,020
-1,994
22 23
24
25 26