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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$339K 0.01%
1,289
-89
627
$338K 0.01%
2,117
+309
628
$337K 0.01%
191,695
+5,900
629
$333K 0.01%
+12,033
630
$333K 0.01%
4,354
+90
631
$332K 0.01%
10,717
-199
632
$331K 0.01%
2,565
-119
633
$330K 0.01%
6,606
-10,808
634
$330K 0.01%
14,960
+1,647
635
$329K 0.01%
4,139
-12,981
636
$325K 0.01%
+5,228
637
$324K 0.01%
558
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638
$323K 0.01%
3,950
-113,483
639
$323K 0.01%
2,745
-14,628
640
$322K 0.01%
4,058
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641
$320K 0.01%
6,784
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642
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8,360
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643
$319K 0.01%
265
644
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6,268
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645
$318K 0.01%
5,234
+1,868
646
$318K 0.01%
1,801
+72
647
$317K 0.01%
5,376
-1,228
648
$316K 0.01%
10,261
+1,955
649
$314K 0.01%
5,159
+665
650
$312K 0.01%
26,800
+9,614
24 25
26
27 28