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
776
$160K 0.01%
19,137
+130
777
$153K 0.01%
10,608
-287,706
778
$146K ﹤0.01%
11,716
+174
779
$143K ﹤0.01%
13,591
-9,563
780
$141K ﹤0.01%
+17,818
781
$137K ﹤0.01%
22,782
+432
782
$131K ﹤0.01%
20,900
-404
783
$129K ﹤0.01%
+10,493
784
$118K ﹤0.01%
+11,502
785
$110K ﹤0.01%
+10,699
786
$106K ﹤0.01%
34,490
+24,465
787
$99.2K ﹤0.01%
57,665
+20,000
788
$97.3K ﹤0.01%
+11,140
789
$92.6K ﹤0.01%
22,111
+440
790
$89.6K ﹤0.01%
16,434
-7,132
791
$83.1K ﹤0.01%
+21,210
792
$76.4K ﹤0.01%
14,492
+381
793
$74.2K ﹤0.01%
94,100
-1,900
794
$62.6K ﹤0.01%
+21,903
795
$58.2K ﹤0.01%
+10,657
796
$54.1K ﹤0.01%
54,845
+20,666
797
$52.9K ﹤0.01%
14,703
-1,075
798
$43.4K ﹤0.01%
11,627
+1,004
799
$41.1K ﹤0.01%
1,700
+331
800
$35.1K ﹤0.01%
18,450
+502
30 31
32
33 34