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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$8.91M
3
+$7.39M
4
META icon
Meta Platforms (Facebook)
META
+$6.42M
5
T icon
AT&T
T
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.37%
2 Communication Services 12.22%
3 Financials 11.09%
4 Industrials 10.3%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$623K 0.27%
+27,831
102
$601K 0.26%
+12,406
103
$595K 0.26%
+6,286
104
$573K 0.25%
+6,310
105
$564K 0.24%
+7,722
106
$560K 0.24%
+11,017
107
$539K 0.23%
+36,498
108
$536K 0.23%
+17,799
109
$523K 0.22%
+7,375
110
$506K 0.22%
+4,782
111
$491K 0.21%
+7,049
112
$479K 0.21%
+4,395
113
$479K 0.21%
+17,190
114
$462K 0.2%
+4,104
115
$458K 0.2%
+9,046
116
$453K 0.19%
+6,765
117
$431K 0.18%
+10,803
118
$424K 0.18%
+5,810
119
$416K 0.18%
+1,905
120
$415K 0.18%
+3,390
121
$414K 0.18%
+8,190
122
$400K 0.17%
+3,640
123
$396K 0.17%
+9,780
124
$382K 0.16%
+6,075
125
$375K 0.16%
+5,017
3 4
5
6 7