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IAA

Independent Advisor Alliance Portfolio holdings

AUM $9.32B
1-Year Est. Return 33.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.2%
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
+$14.2M
2
+$7.46M
3
+$4.16M
4
GLD icon
SPDR Gold Trust
GLD
+$3.66M
5
PLTR icon
Palantir
PLTR
+$3.53M

Top Sells

1
+$204M
2
+$138M
3
+$138M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$124M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$118M

Sector Composition

1 Technology 27.86%
2 Financials 16.92%
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
1001
– –
-36,888
1002
– –
-343,330
1003
– –
-4,816
1004
– –
-45,150
1005
– –
-13,287
1006
– –
-72,744
1007
– –
-9,708
1008
– –
-33,896
1009
– –
-12,388
1010
– –
-14,343
1011
– –
-23,335
1012
– –
-31,435
1013
– –
-10,706
1014
– –
-22,410
1015
– –
-4,835
1016
– –
-8,330
1017
– –
-122,391
1018
– –
-277,267
1019
– –
-4,950
1020
– –
-6,059
1021
– –
-21,256
1022
– –
-13,604
1023
– –
-9,682
1024
– –
-11,858
1025
– –
-18,542
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