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
$291M
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$11.9M
3
+$7.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.62M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.89M

Top Sells

1
+$3.87M
2
+$3.4M
3
+$3.23M
4
DE icon
Deere & Co
DE
+$2.58M
5
INTU icon
Intuit
INTU
+$2.53M

Sector Composition

1 Consumer Discretionary 4.13%
2 Technology 3.23%
3 Energy 2.27%
4 Financials 1.76%
5 Consumer Staples 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.17%
29,055
+125
77
$497K 0.17%
7,775
+875
78
$480K 0.16%
+19,938
79
$480K 0.16%
13,252
+887
80
$465K 0.16%
+11,179
81
$463K 0.16%
6,780
+165
82
$447K 0.15%
5,144
+296
83
$445K 0.15%
+8,996
84
$443K 0.15%
4,026
-143
85
$441K 0.15%
52,415
-44
86
$439K 0.15%
29,048
-1,086
87
$437K 0.15%
15,400
88
$428K 0.15%
73,610
+3,979
89
$418K 0.14%
227,997
-34,400
90
$404K 0.14%
+44,724
91
$398K 0.14%
152,613
+35,148
92
$387K 0.13%
109,405
-12,962
93
$382K 0.13%
1,792
-39
94
$367K 0.13%
80,733
-1,395
95
$362K 0.12%
107,957
-8,109
96
$360K 0.12%
17,796
+638
97
$357K 0.12%
897,920
+62,380
98
$356K 0.12%
65,120
-188
99
$355K 0.12%
81,662
-141
100
$351K 0.12%
3,492
-269
2 3
4
5 6