We are live on ! Find out more
IAA

Independent Advisor Alliance Portfolio holdings

AUM $9.32B
1-Year Est. Return 33.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.2%
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
+$14.2M
2
+$7.46M
3
+$4.16M
4
GLD icon
SPDR Gold Trust
GLD
+$3.66M
5
PLTR icon
Palantir
PLTR
+$3.53M

Top Sells

1
+$204M
2
+$138M
3
+$138M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$124M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$118M

Sector Composition

1 Technology 27.86%
2 Financials 16.92%
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
826
– –
-44,820
827
– –
-7,836
828
– –
-142,292
829
– –
-13,800
830
– –
-15,684
831
– –
-31,294
832
– –
-10,196
833
– –
-7,788
834
– –
-21,891
835
– –
-59,448
836
– –
-40,155
837
– –
-11,576
838
– –
-9,557
839
– –
-1,257,112
840
– –
-466,400
841
– –
-41,872
842
– –
-115,222
843
– –
-17,750
844
– –
-19,562
845
– –
-13,468
846
– –
-91,325
847
– –
-5,031
848
– –
-49,117
849
– –
-37,752
850
– –
-15,163
32 33
34
35 36