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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.45%
20,071
+2,068
52
$3.06M 0.43%
37,697
+851
53
$3.04M 0.43%
122,082
-24,846
54
$3M 0.42%
44,897
-8,585
55
$2.94M 0.41%
16,757
+2,046
56
$2.93M 0.41%
28,208
+12,339
57
$2.92M 0.41%
28,103
+10,912
58
$2.79M 0.39%
17,375
+1,314
59
$2.73M 0.38%
39,880
+1,227
60
$2.71M 0.38%
33,908
+2,122
61
$2.68M 0.38%
57,564
+9,896
62
$2.63M 0.37%
36,978
-4,430
63
$2.61M 0.37%
38,142
+3,086
64
$2.61M 0.37%
74,568
+1,814
65
$2.58M 0.36%
23,001
+1,562
66
$2.49M 0.35%
51,536
+14,076
67
$2.43M 0.34%
39,123
+1,728
68
$2.41M 0.34%
48,282
+90
69
$2.41M 0.34%
13,205
+780
70
$2.36M 0.33%
23,487
+948
71
$2.34M 0.33%
48,478
+2,297
72
$2.33M 0.33%
13,558
+548
73
$2.26M 0.32%
145,665
-19,705
74
$2.26M 0.32%
13,541
+448
75
$2.21M 0.31%
12,567
+181
1 2
3
4 5