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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.92M 0.46%
208,682
+25,933
52
$7.87M 0.46%
85,148
-1,154
53
$7.83M 0.46%
82,128
-995
54
$7.83M 0.46%
30,410
+101
55
$7.79M 0.45%
52,459
+6,149
56
$7.58M 0.44%
91,204
+5,754
57
$7.52M 0.44%
41,609
+1,552
58
$7.22M 0.42%
20,145
+132
59
$7.21M 0.42%
74,292
+3,284
60
$7.02M 0.41%
29,829
-497
61
$6.93M 0.4%
58,374
-281
62
$6.81M 0.4%
100,211
-132,192
63
$6.75M 0.39%
75,264
+4,232
64
$6.41M 0.37%
72,614
+1,616
65
$6.35M 0.37%
44,025
+3
66
$6.11M 0.36%
72,939
+4,681
67
$6.02M 0.35%
63,789
-17,193
68
$5.91M 0.34%
648,026
+61,560
69
$5.67M 0.33%
183,891
-1,255
70
$5.66M 0.33%
119,532
+3,774
71
$5.63M 0.33%
28,148
72
$5.5M 0.32%
126,256
-152,643
73
$5.44M 0.32%
146,695
+7,292
74
$5.39M 0.31%
19,985
+1,805
75
$5.34M 0.31%
61,981
+3,918
1 2
3
4 5