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
576
$408K 0.01%
2,550
-267
577
$406K 0.01%
1,796
-9
578
$406K 0.01%
3,682
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8,016
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581
$401K 0.01%
7,833
-11,714
582
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46,554
583
$393K 0.01%
8,098
-408
584
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283
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585
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8,803
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586
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4,640
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588
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4,194
-101,760
589
$380K 0.01%
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590
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598
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2,729
-174,677
599
$369K 0.01%
4,795
-43,141
600
$369K 0.01%
7,406
-546,895
22 23
24
25 26