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
601
$218K 0.01%
+2,216
602
$217K 0.01%
4,452
+212
603
$216K 0.01%
2,073
-83
604
$213K 0.01%
1,086
+73
605
$213K 0.01%
12,564
-1,116
606
$212K 0.01%
5,350
607
$212K 0.01%
4,420
608
$210K 0.01%
+1,409
609
$210K 0.01%
2,194
-3,069
610
$207K 0.01%
+3,587
611
$207K 0.01%
17,462
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612
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+5,000
613
$206K 0.01%
4,029
-481
614
$204K 0.01%
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615
$204K 0.01%
497
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616
$204K 0.01%
1,843
-3,865
617
$203K 0.01%
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618
$203K 0.01%
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619
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+2,571
620
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621
$202K 0.01%
5,113
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622
$202K 0.01%
8,809
-200
623
$201K 0.01%
+569
624
$200K 0.01%
+3,571
625
$199K 0.01%
12,611
+129
23 24
25
26 27