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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$8.91M
3
+$7.39M
4
META icon
Meta Platforms (Facebook)
META
+$6.42M
5
T icon
AT&T
T
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.37%
2 Communication Services 12.22%
3 Financials 11.09%
4 Industrials 10.3%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$905K 0.39%
+53,070
77
$889K 0.38%
+7,727
78
$886K 0.38%
+4,967
79
$881K 0.38%
+21,314
80
$862K 0.37%
+28,912
81
$847K 0.36%
+13,563
82
$821K 0.35%
+44,970
83
$819K 0.35%
+19,514
84
$794K 0.34%
+4,872
85
$739K 0.32%
+14,872
86
$732K 0.31%
+9,646
87
$728K 0.31%
+6,822
88
$721K 0.31%
+12,511
89
$718K 0.31%
+6,318
90
$715K 0.31%
+11,558
91
$705K 0.3%
+3,798
92
$702K 0.3%
+31,708
93
$686K 0.29%
+9,999
94
$665K 0.29%
+17,986
95
$656K 0.28%
+15,294
96
$649K 0.28%
+12,509
97
$644K 0.28%
+39,799
98
$635K 0.27%
+5,625
99
$635K 0.27%
+8,463
100
$633K 0.27%
+5,179
2 3
4
5 6