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
$819M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$3.1M
3
+$2.28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
WMT icon
Walmart
WMT
+$1.98M

Top Sells

1
+$1.89M
2
+$1.8M
3
+$1.31M
4
HON icon
Honeywell
HON
+$1.25M
5
NFLX icon
Netflix
NFLX
+$1.14M

Sector Composition

1 Technology 14.88%
2 Financials 12.43%
3 Consumer Discretionary 10.84%
4 Consumer Staples 10.39%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.56M 0.31%
44,901
-908
77
$2.54M 0.31%
109,830
-11,298
78
$2.49M 0.3%
6,638
+398
79
$2.46M 0.3%
12,671
+46
80
$2.42M 0.3%
88,279
+68,292
81
$2.38M 0.29%
37,092
+4,496
82
$2.32M 0.28%
23,308
+99
83
$2.31M 0.28%
14,138
-637
84
$2.28M 0.28%
+35,838
85
$2.27M 0.28%
35,384
+8,157
86
$2.25M 0.27%
22,544
-1,053
87
$2.13M 0.26%
25,456
-8,432
88
$2.11M 0.26%
24,611
-1,411
89
$2.1M 0.26%
7,615
-49
90
$2.07M 0.25%
23,831
-1,805
91
$2.04M 0.25%
13,755
-228
92
$2.04M 0.25%
+51,240
93
$2.01M 0.25%
15,916
-124
94
$1.97M 0.24%
17,780
-300
95
$1.96M 0.24%
51,698
-4,379
96
$1.96M 0.24%
18,288
+284
97
$1.94M 0.24%
21,880
-1,390
98
$1.92M 0.24%
37,213
-444
99
$1.87M 0.23%
17,287
-6
100
$1.81M 0.22%
64,045
-10,999
2 3
4
5 6