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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.31%
16,285
-347
77
$2.18M 0.31%
17,892
+11,525
78
$2.16M 0.3%
8,090
+351
79
$2.14M 0.3%
22,777
+1,414
80
$2.13M 0.3%
14,805
-2,292
81
$2.11M 0.3%
7,418
-814
82
$2.1M 0.3%
24,445
+1,712
83
$2.08M 0.29%
48,259
+5,857
84
$1.99M 0.28%
19,977
+3,123
85
$1.89M 0.27%
420,840
-138,000
86
$1.89M 0.27%
13,756
+9
87
$1.87M 0.26%
75,347
-1,164
88
$1.86M 0.26%
63,807
+15,490
89
$1.8M 0.25%
9,454
+647
90
$1.79M 0.25%
35,412
+7,052
91
$1.74M 0.25%
57,960
+17,670
92
$1.73M 0.24%
6,430
+311
93
$1.7M 0.24%
26,548
+1,926
94
$1.67M 0.23%
10,442
+564
95
$1.66M 0.23%
9,172
+4,347
96
$1.66M 0.23%
+23,632
97
$1.65M 0.23%
182,510
-29,938
98
$1.65M 0.23%
11,477
+265
99
$1.62M 0.23%
17,773
+1,144
100
$1.61M 0.23%
26,554
-2,846
2 3
4
5 6