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
801
$30.4K ﹤0.01%
15,215
802
$19.3K ﹤0.01%
15,226
+2,282
803
$18.1K ﹤0.01%
+1,710
804
$17.9K ﹤0.01%
+10,492
805
$16.4K ﹤0.01%
11,356
-2,644
806
$14.9K ﹤0.01%
10,780
-4,200
807
$14.5K ﹤0.01%
11,440
+1,000
808
$14.2K ﹤0.01%
+10,543
809
$13.6K ﹤0.01%
12,500
-14
810
$12.1K ﹤0.01%
+10,719
811
$9.7K ﹤0.01%
+10,000
812
$7.15K ﹤0.01%
10,872
-30,101
813
$3.56K ﹤0.01%
1,003
814
– –
-794,244
815
– –
-165,908
816
– –
-115,222
817
– –
-249,949
818
– –
-1,457,162
819
– –
-17,750
820
– –
-19,562
821
– –
-4,551
822
– –
-6,200
823
– –
-91,325
824
– –
-4,677
825
– –
-13,022
31 32
33
34 35