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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.55M 0.22%
11,501
+894
102
$1.52M 0.21%
15,951
-190
103
$1.52M 0.21%
11,148
+1,696
104
$1.51M 0.21%
18,784
+1,977
105
$1.51M 0.21%
20,273
+10,594
106
$1.49M 0.21%
17,584
+3,058
107
$1.48M 0.21%
39,020
+10,560
108
$1.45M 0.2%
45,547
+1,377
109
$1.44M 0.2%
50,889
+38,183
110
$1.43M 0.2%
10,171
-82
111
$1.39M 0.2%
+19,508
112
$1.34M 0.19%
5,516
+728
113
$1.32M 0.19%
7,817
+11
114
$1.3M 0.18%
4,534
+2,144
115
$1.3M 0.18%
16,923
+3,206
116
$1.29M 0.18%
5,016
+30
117
$1.27M 0.18%
26,657
+2,514
118
$1.23M 0.17%
22,878
-7,212
119
$1.21M 0.17%
26,876
-89
120
$1.19M 0.17%
9,636
-6
121
$1.19M 0.17%
22,975
+958
122
$1.18M 0.17%
91,734
+41,482
123
$1.18M 0.17%
15,938
+1,624
124
$1.18M 0.17%
15,172
-1,443
125
$1.18M 0.17%
29,440
+4,119
3 4
5
6 7