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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$235K 0.01%
21,792
+2,004
577
$233K 0.01%
5,923
+383
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$233K 0.01%
991
579
$232K 0.01%
2,938
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580
$232K 0.01%
952
581
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2,582
-326
582
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583
$229K 0.01%
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-104
584
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1,604
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585
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1,216
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586
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587
$227K 0.01%
27,901
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588
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1,226
+24
589
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834
-80
590
$224K 0.01%
90
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591
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592
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596
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597
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+2,096
598
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3,150
599
$218K 0.01%
+1,149
600
$218K 0.01%
+2,342
22 23
24
25 26