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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
1026
– –
-683,559
1027
– –
-50,228
1028
– –
-98,765
1029
– –
-5,190
1030
– –
-465,025
1031
– –
-20,246
1032
– –
-20,140
1033
– –
-794,244
1034
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-165,908
1035
– –
-249,949
1036
– –
-1,457,162
1037
– –
-4,551
1038
– –
-6,200
1039
– –
-167,497
1040
– –
-4,677
1041
– –
-13,022
1042
– –
-15,500
1043
– –
-10,728
1044
– –
-27,208
1045
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-3,201
1046
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-33,168
1047
– –
-1,325,522
1048
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-11,011
1049
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-12,597
1050
– –
-18,191
40 41
42
43 44