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
$691M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.58M
3
+$5.47M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$5.31M
2
+$2.11M
3
+$1.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
NKE icon
Nike
NKE
+$1.34M

Sector Composition

1 Technology 15.59%
2 Financials 12.71%
3 Consumer Discretionary 12.38%
4 Communication Services 11.65%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.41%
38,576
-7,041
52
$2.84M 0.41%
38,733
+2,056
53
$2.8M 0.41%
40,001
+878
54
$2.79M 0.4%
45,809
+912
55
$2.77M 0.4%
37,940
+962
56
$2.72M 0.39%
40,774
+894
57
$2.71M 0.39%
23,838
+351
58
$2.7M 0.39%
37,662
-480
59
$2.67M 0.39%
19,278
+2,521
60
$2.64M 0.38%
15,942
+5,500
61
$2.63M 0.38%
18,497
+1,122
62
$2.63M 0.38%
48,773
+491
63
$2.61M 0.38%
55,218
+6,740
64
$2.6M 0.38%
33,888
-20
65
$2.54M 0.37%
12,625
+58
66
$2.52M 0.37%
155,229
+9,564
67
$2.49M 0.36%
23,943
-4,265
68
$2.45M 0.36%
61,569
+4,005
69
$2.44M 0.35%
23,597
+596
70
$2.38M 0.34%
14,013
+455
71
$2.33M 0.34%
23,209
+432
72
$2.31M 0.33%
12,516
+3,062
73
$2.3M 0.33%
56,077
+7,818
74
$2.26M 0.33%
7,664
-426
75
$2.22M 0.32%
14,529
-276
1 2
3
4 5