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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
1101
– –
-9,592
1102
– –
-10,514
1103
– –
-66,439
1104
– –
-4,164
1105
– –
-6,757
1106
– –
-19,214
1107
– –
-28,615
1108
– –
-17,824
1109
– –
-52,777
1110
– –
-817,497
1111
– –
-96,224
1112
– –
-92,338
1113
– –
-58,270
1114
– –
-42,225
1115
– –
-27,968
1116
– –
-92,927
1117
– –
-239,737
1118
– –
-52,132
1119
– –
-3,337
1120
– –
-50,699
1121
– –
-8,871
1122
– –
-7,585
1123
– –
-25,013
1124
– –
-18,275
1125
– –
-3,645
43 44
45
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