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
$2.92B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.26M
3
+$7.22M
4
LLY icon
Eli Lilly
LLY
+$6.44M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$6.13M

Top Sells

1
+$7.36M
2
+$6.47M
3
+$3.97M
4
ITW icon
Illinois Tool Works
ITW
+$3.82M
5
CVX icon
Chevron
CVX
+$3.74M

Sector Composition

1 Technology 27.26%
2 Financials 13.66%
3 Consumer Discretionary 9.1%
4 Industrials 7.07%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$294K 0.01%
3,427
+297
577
$293K 0.01%
8,685
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2,223
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581
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590
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583
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952
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1,168
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585
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5,280
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587
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588
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681
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589
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590
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22,818
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591
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12,294
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592
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5,076
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2,877
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597
$269K 0.01%
6,275
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$268K 0.01%
21,310
599
$268K 0.01%
3,604
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600
$267K 0.01%
2,457
+31
22 23
24
25 26