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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.33M 0.24%
112,745
+1,434
77
$5.31M 0.24%
45,282
+2,718
78
$5.3M 0.24%
10,469
+476
79
$5.2M 0.24%
181,596
+10,159
80
$5.18M 0.23%
27,042
-473
81
$5.11M 0.23%
35,672
+7,399
82
$5.04M 0.23%
33,808
+803
83
$4.96M 0.22%
71,512
+8,680
84
$4.92M 0.22%
48,900
+1,055
85
$4.71M 0.21%
58,101
+1,259
86
$4.7M 0.21%
238,467
+29,817
87
$4.52M 0.2%
64,802
-11,788
88
$4.52M 0.2%
20,450
-4,142
89
$4.5M 0.2%
69,338
+882
90
$4.49M 0.2%
31,683
+3,525
91
$4.47M 0.2%
83,191
-7,286
92
$4.42M 0.2%
12,105
+111
93
$4.42M 0.2%
56,443
+2,824
94
$4.36M 0.2%
31,152
+563
95
$4.33M 0.2%
38,972
+557
96
$4.27M 0.19%
15,065
-182
97
$4.25M 0.19%
8,315
+275
98
$4.16M 0.19%
135,330
+43,020
99
$4.16M 0.19%
43,465
-43,278
100
$4.1M 0.19%
375,862
-119,494
2 3
4
5 6