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
$691M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.58M
3
+$5.47M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$5.31M
2
+$2.11M
3
+$1.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
NKE icon
Nike
NKE
+$1.34M

Sector Composition

1 Technology 15.59%
2 Financials 12.71%
3 Consumer Discretionary 12.38%
4 Communication Services 11.65%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.32%
14,775
+1,234
77
$2.19M 0.32%
16,040
-245
78
$2.09M 0.3%
13,983
+227
79
$2.08M 0.3%
35,124
-288
80
$2.03M 0.29%
75,044
-303
81
$2.02M 0.29%
6,240
-190
82
$1.95M 0.28%
23,270
+2,997
83
$1.8M 0.26%
11,169
-308
84
$1.73M 0.25%
25,636
+8,713
85
$1.69M 0.24%
11,691
+543
86
$1.68M 0.24%
407,960
-12,880
87
$1.65M 0.24%
39,066
+9,626
88
$1.64M 0.24%
31,250
+13,303
89
$1.62M 0.23%
28,491
+5,613
90
$1.62M 0.23%
18,080
-1,897
91
$1.61M 0.23%
55,856
-7,951
92
$1.57M 0.23%
26,022
-526
93
$1.56M 0.23%
18,004
-780
94
$1.52M 0.22%
25,753
-8,187
95
$1.51M 0.22%
11,470
-31
96
$1.48M 0.21%
37,657
+11,000
97
$1.47M 0.21%
15,749
-202
98
$1.46M 0.21%
9,910
-261
99
$1.45M 0.21%
46,850
+1,303
100
$1.45M 0.21%
10,848
+1,212
2 3
4
5 6