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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.53M 0.31%
71,816
-3,451
52
$9.47M 0.31%
226,835
-19,889
53
$9.46M 0.31%
208,558
+10,642
54
$9.34M 0.31%
88,961
-2,699
55
$9.23M 0.3%
24,056
-2,605
56
$9.13M 0.3%
65,326
-1,092
57
$9.04M 0.3%
34,180
-3,386
58
$9.03M 0.3%
33,213
-2,301
59
$8.99M 0.3%
126,852
+2,999
60
$8.72M 0.29%
30,814
+3,064
61
$8.43M 0.28%
35,697
+536
62
$8.32M 0.27%
59,519
+7,524
63
$8.26M 0.27%
292,143
+77,635
64
$8.16M 0.27%
96,734
+40,204
65
$8.13M 0.27%
104,925
-4,032
66
$7.97M 0.26%
132,839
-21,608
67
$7.91M 0.26%
16,988
-1,803
68
$7.89M 0.26%
37,263
-6,556
69
$7.85M 0.26%
119,368
-2,947,578
70
$7.79M 0.26%
66,314
+7,844
71
$7.58M 0.25%
169,961
-184,548
72
$7.56M 0.25%
24,230
-5,011
73
$7.56M 0.25%
9,492
+1,275
74
$7.48M 0.25%
43,846
+530
75
$7.38M 0.24%
48,070
+2,599
1 2
3
4 5