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
751
$215K 0.01%
9,188
-134,294
752
$215K 0.01%
2,818
+25
753
$215K 0.01%
5,000
+1
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$214K 0.01%
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$214K 0.01%
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756
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757
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1,408
-7,862
758
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759
$211K 0.01%
13,659
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760
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1,176
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761
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762
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19,153
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763
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$201K 0.01%
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$201K 0.01%
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771
$171K 0.01%
21,081
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772
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773
$166K 0.01%
10,912
774
$165K 0.01%
18,902
-1,203
775
$161K 0.01%
11,019
-19
29 30
31
32 33