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
626
$196K 0.01%
10,278
-2,397
627
$194K 0.01%
18,900
+8,713
628
$188K 0.01%
15,135
+1,578
629
$186K 0.01%
10,765
+153
630
$175K 0.01%
18,984
+1,450
631
$170K 0.01%
23,089
-415
632
$156K 0.01%
71,133
+1,231
633
$149K 0.01%
845
-116
634
$140K 0.01%
91,305
+34,075
635
$137K 0.01%
93,000
+50,000
636
$127K 0.01%
12,223
+217
637
$110K ﹤0.01%
23,076
+7,692
638
$109K ﹤0.01%
29,066
639
$107K ﹤0.01%
10,342
+153
640
$104K ﹤0.01%
+10,443
641
$101K ﹤0.01%
12,162
-6,138
642
$93.5K ﹤0.01%
11,162
-1,662
643
$92.1K ﹤0.01%
59,025
+42,513
644
$80K ﹤0.01%
+11,407
645
$75.3K ﹤0.01%
16,591
+156
646
$54.6K ﹤0.01%
+12,000
647
$53.7K ﹤0.01%
12,345
648
$52K ﹤0.01%
36,100
649
$47.6K ﹤0.01%
+1,733
650
$47.5K ﹤0.01%
11,414
-23
24 25
26
27 28