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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.07M 0.23%
+237,615
77
$6.96M 0.23%
203,158
+11,420
78
$6.69M 0.22%
263,936
+16,131
79
$6.48M 0.21%
105,026
+1,871
80
$6.38M 0.21%
447,493
+5,684
81
$6.16M 0.2%
293,953
-5,071
82
$6.08M 0.2%
85,660
+4,704
83
$6.06M 0.2%
123,318
-242,143
84
$5.99M 0.2%
12,090
+144
85
$5.98M 0.2%
21,930
-2,398
86
$5.97M 0.2%
60,493
+3,605
87
$5.92M 0.2%
44,730
-4,835
88
$5.9M 0.19%
317,527
+29,145
89
$5.88M 0.19%
81,932
+4,960
90
$5.88M 0.19%
9,571
-625
91
$5.84M 0.19%
10,615
+728
92
$5.76M 0.19%
64,223
-3,124
93
$5.73M 0.19%
28,627
+741
94
$5.71M 0.19%
11,229
-69
95
$5.68M 0.19%
16,122
-110
96
$5.67M 0.19%
57,271
-107,982
97
$5.62M 0.19%
11,977
+1,848
98
$5.59M 0.18%
7
99
$5.36M 0.18%
61,632
-4,089
100
$5.32M 0.18%
73,641
+2,030
2 3
4
5 6