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
626
$125K 0.01%
23,076
627
$109K ﹤0.01%
15,477
+342
628
$95.6K ﹤0.01%
+12,500
629
$80.7K ﹤0.01%
+10,348
630
$73.9K ﹤0.01%
743
-102
631
$69.3K ﹤0.01%
36,100
632
$50.2K ﹤0.01%
22,491
+3,936
633
$48.9K ﹤0.01%
17,590
-108
634
$46K ﹤0.01%
43,000
-50,000
635
$45.6K ﹤0.01%
17,088
-35
636
$40K ﹤0.01%
10,110
-6,481
637
$37.8K ﹤0.01%
18,713
-410
638
$34K ﹤0.01%
857
+585
639
$28K ﹤0.01%
14,800
+4,000
640
$26.4K ﹤0.01%
2,712
+712
641
$24.5K ﹤0.01%
520
+33
642
$21.2K ﹤0.01%
18,292
643
$17.6K ﹤0.01%
15,150
-276
644
$16.4K ﹤0.01%
+11,000
645
$9.8K ﹤0.01%
10,000
646
$8.51K ﹤0.01%
667
-1,066
647
$8.47K ﹤0.01%
+11,248
648
$6.55K ﹤0.01%
10,000
649
$2.15K ﹤0.01%
1,003
650
– –
-10,342
24 25
26
27 28