IAA
Independent Advisor Alliance Portfolio holdings
AUM
$3.47B
1-Year Return
23.93%
This Quarter Return
+6.68%
1 Year Return
+23.93%
3 Year Return
+94.63%
5 Year Return
+175.37%
10 Year Return
–
AUM
$2.29B
AUM Growth
+$1.47B
(+180%)
Cap. Flow
+$1.42B
Cap. Flow
% of AUM
61.83%
Top 10 Holdings %
Top 10 Hldgs %
21.31%
Holding
908
New
460
Increased
220
Reduced
178
Closed
30
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$95.1M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$63.7M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$50.6M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$38.3M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$30.3M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
+$8.44M |
| 2 |
Walmart
WMT
|
+$2.95M |
| 3 |
Apple
AAPL
|
+$2.29M |
| 4 |
Constellation Brands
STZ
|
+$1.65M |
| 5 |
Lockheed Martin
LMT
|
+$1.32M |
Sector Composition
| 1 | Technology | 6.42% |
| 2 | Financials | 5.87% |
| 3 | Consumer Discretionary | 4.14% |
| 4 | Communication Services | 3.97% |
| 5 | Industrials | 3.68% |
