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
$819M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$3.1M
3
+$2.28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
WMT icon
Walmart
WMT
+$1.98M

Top Sells

1
+$1.89M
2
+$1.8M
3
+$1.31M
4
HON icon
Honeywell
HON
+$1.25M
5
NFLX icon
Netflix
NFLX
+$1.14M

Sector Composition

1 Technology 14.88%
2 Financials 12.43%
3 Consumer Discretionary 10.84%
4 Consumer Staples 10.39%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.36M 0.41%
98,502
-6,981
52
$3.33M 0.41%
19,940
+640
53
$3.33M 0.41%
62,050
+481
54
$3.33M 0.41%
57,252
-12,988
55
$3.23M 0.39%
28,864
+67
56
$3.21M 0.39%
41,955
-2,480
57
$3.19M 0.39%
30,868
+6,925
58
$3.17M 0.39%
33,698
-763
59
$3.11M 0.38%
38,761
+185
60
$3.1M 0.38%
+9,997
61
$2.96M 0.36%
190,123
+34,894
62
$2.94M 0.36%
38,469
-264
63
$2.92M 0.36%
38,806
+866
64
$2.92M 0.36%
10,055
+3,571
65
$2.87M 0.35%
23,004
-834
66
$2.86M 0.35%
56,712
+1,494
67
$2.81M 0.34%
14,326
+1,810
68
$2.72M 0.33%
40,739
-35
69
$2.72M 0.33%
75,366
+15,578
70
$2.7M 0.33%
48,759
-14
71
$2.68M 0.33%
36,423
-1,239
72
$2.61M 0.32%
15,476
-466
73
$2.61M 0.32%
14,223
-306
74
$2.59M 0.32%
14,316
+303
75
$2.58M 0.32%
16,979
-1,518
1 2
3
4 5