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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$8.91M
3
+$7.39M
4
META icon
Meta Platforms (Facebook)
META
+$6.42M
5
T icon
AT&T
T
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.37%
2 Communication Services 12.22%
3 Financials 11.09%
4 Industrials 10.3%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.68%
+22,693
52
$1.58M 0.68%
+46,407
53
$1.55M 0.66%
+20,146
54
$1.54M 0.66%
+11,756
55
$1.52M 0.65%
+17,069
56
$1.51M 0.65%
+18,475
57
$1.5M 0.64%
+64,609
58
$1.48M 0.63%
+25,135
59
$1.42M 0.61%
+19,724
60
$1.39M 0.59%
+45,944
61
$1.38M 0.59%
+37,441
62
$1.32M 0.56%
+8,767
63
$1.31M 0.56%
+44,400
64
$1.23M 0.53%
+21,882
65
$1.17M 0.5%
+41,568
66
$1.14M 0.49%
+9,624
67
$1.12M 0.48%
+55,392
68
$1.1M 0.47%
+18,467
69
$1.04M 0.45%
+17,041
70
$1.03M 0.44%
+96,000
71
$1.02M 0.44%
+20,804
72
$973K 0.42%
+14,570
73
$958K 0.41%
+7,991
74
$954K 0.41%
+63,440
75
$928K 0.4%
+8,386
1 2
3
4 5