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
$291M
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$11.9M
3
+$7.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.62M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.89M

Top Sells

1
+$3.87M
2
+$3.4M
3
+$3.23M
4
DE icon
Deere & Co
DE
+$2.58M
5
INTU icon
Intuit
INTU
+$2.53M

Sector Composition

1 Consumer Discretionary 4.13%
2 Technology 3.24%
3 Energy 2.27%
4 Financials 1.76%
5 Consumer Staples 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$844K 0.29%
+4,597
52
$777K 0.27%
16,060
-1,225
53
$777K 0.27%
180,078
-19
54
$760K 0.26%
50,443
-391
55
$715K 0.25%
14,555
-1,281
56
$707K 0.24%
78,139
+19,686
57
$703K 0.24%
61,932
+10,615
58
$669K 0.23%
+26,733
59
$668K 0.23%
2,507
+852
60
$661K 0.23%
24,494
-38,018
61
$655K 0.23%
22,538
+1,963
62
$649K 0.22%
119,062
+5,114
63
$642K 0.22%
46,236
+32
64
$639K 0.22%
3,665
65
$637K 0.22%
161,245
+5,854
66
$610K 0.21%
32,753
+1,663
67
$588K 0.2%
29,784
+19,590
68
$583K 0.2%
+36,226
69
$578K 0.2%
4,794
+3
70
$574K 0.2%
227,863
+5,811
71
$573K 0.2%
30,673
+15,965
72
$532K 0.18%
67,182
+1,355
73
$531K 0.18%
1,200
74
$528K 0.18%
24,147
+1,038
75
$527K 0.18%
8,034
1 2
3
4 5