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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$207K 0.01%
+9,507
602
$207K 0.01%
+24,731
603
$206K 0.01%
+7,003
604
$204K 0.01%
4,174
-718
605
$204K 0.01%
+8,876
606
$203K 0.01%
5,353
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607
$202K 0.01%
+11,893
608
$201K 0.01%
1,797
-73
609
$200K 0.01%
1,386
+300
610
$200K 0.01%
7,299
-11,558
611
$200K 0.01%
+1,961
612
$191K 0.01%
+11,005
613
$191K 0.01%
89,453
+18,320
614
$185K 0.01%
77,593
+18,568
615
$178K 0.01%
10,872
+107
616
$178K 0.01%
12,235
-329
617
$178K 0.01%
18,848
618
$160K 0.01%
101,305
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619
$157K 0.01%
15,885
+5,442
620
$156K 0.01%
17,458
-4
621
$148K 0.01%
10,278
622
$146K 0.01%
29,066
623
$140K 0.01%
17,579
+5,417
624
$137K 0.01%
21,415
-1,674
625
$129K 0.01%
20,049
+1,149
23 24
25
26 27