We are live on ! Find out more
IAA

Independent Advisor Alliance Portfolio holdings

AUM $9.32B
1-Year Est. Return 33.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.75B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.99M
3
+$3.62M
4
VST icon
Vistra
VST
+$3.37M
5
GLD icon
SPDR Gold Trust
GLD
+$3.34M

Top Sells

1
+$113M
2
+$54.2M
3
+$36.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$19.2M

Sector Composition

1 Technology 28.28%
2 Financials 16.7%
3 Consumer Discretionary 10.45%
4 Industrials 8.71%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$19.7K ﹤0.01%
20,366
702
$15.9K ﹤0.01%
581
-30
703
$4.61K ﹤0.01%
405
704
$2.47K ﹤0.01%
1,003
705
– –
-29,791
706
– –
-21,929
707
– –
-9,626
708
– –
-18,220
709
– –
-78,722
710
– –
-101,153
711
– –
-8,619
712
– –
-3,281
713
– –
-3,334
714
– –
-14,177
715
– –
-35,649
716
– –
-3,726
717
– –
-3,290
718
– –
-8,656
719
– –
-12,296
720
– –
-2,110
721
– –
-952
722
– –
-869
723
– –
-40,175
724
– –
-1,488
725
– –
-23,766
27 28
29
30 31