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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.7M 0.39%
230,520
-10,860
52
$8.45M 0.38%
41,490
+148
53
$8.32M 0.38%
54,548
-2,326
54
$8.29M 0.37%
50,744
-1,198
55
$8.18M 0.37%
126,422
+10,689
56
$7.82M 0.35%
75,967
-3,711
57
$7.7M 0.35%
71,841
+13,602
58
$7.32M 0.33%
75,536
-2,641
59
$7.17M 0.32%
62,575
-4,615
60
$7.13M 0.32%
19,143
-549
61
$7.12M 0.32%
65,872
+294
62
$6.8M 0.31%
48,463
+1,764
63
$6.61M 0.3%
12,967
-71
64
$6.48M 0.29%
36,206
-7,860
65
$6.33M 0.29%
110,421
-14,873
66
$6.24M 0.28%
35,859
-7,873
67
$6.11M 0.28%
22,741
+967
68
$6.11M 0.28%
30,109
-120
69
$5.87M 0.27%
28,197
+49
70
$5.84M 0.26%
14,991
+125
71
$5.8M 0.26%
174,814
-7,722
72
$5.75M 0.26%
177,441
-13,753
73
$5.65M 0.26%
134,482
+7,374
74
$5.41M 0.24%
59,456
+5,104
75
$5.33M 0.24%
57,614
+2,229
1 2
3
4 5