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
$2.78B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$45.4M
3
+$31.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.2M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$18.1M

Top Sells

1
+$3.64M
2
+$2.58M
3
+$1.79M
4
ENPH icon
Enphase Energy
ENPH
+$1.62M
5
CSX icon
CSX Corp
CSX
+$1.37M

Sector Composition

1 Technology 21.59%
2 Financials 13.72%
3 Consumer Discretionary 8.8%
4 Industrials 7.78%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$215K 0.01%
+11,107
627
$214K 0.01%
21,542
+3,963
628
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629
$212K 0.01%
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630
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1,910
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631
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632
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838
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633
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634
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635
$209K 0.01%
23,646
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636
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4,215
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637
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638
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639
$204K 0.01%
+18,606
640
$204K 0.01%
+2,833
641
$193K 0.01%
21,415
642
$188K 0.01%
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10,433
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646
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22,215
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647
$139K 0.01%
9,303
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648
$133K ﹤0.01%
20,047
-2
649
$133K ﹤0.01%
10,493
-28,309
650
$131K ﹤0.01%
23,076
24 25
26
27 28