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
$691M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.58M
3
+$5.47M
4
AMZN icon
Amazon
AMZN
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.73M

Top Sells

1
+$5.31M
2
+$2.11M
3
+$1.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
NKE icon
Nike
NKE
+$1.34M

Sector Composition

1 Technology 15.59%
2 Financials 12.71%
3 Consumer Discretionary 12.38%
4 Communication Services 11.65%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.21%
7,930
+113
102
$1.43M 0.21%
6,484
+968
103
$1.39M 0.2%
17,293
-480
104
$1.39M 0.2%
10,446
-7,446
105
$1.39M 0.2%
28,017
+1,141
106
$1.35M 0.2%
45,333
+6,199
107
$1.33M 0.19%
46,160
-11,800
108
$1.33M 0.19%
5,064
+48
109
$1.3M 0.19%
27,227
+8,380
110
$1.3M 0.19%
15,905
+733
111
$1.29M 0.19%
19,349
-159
112
$1.27M 0.18%
4,498
-36
113
$1.26M 0.18%
11,618
+2,984
114
$1.26M 0.18%
32,713
+6,264
115
$1.25M 0.18%
28,635
+1,652
116
$1.21M 0.17%
23,015
+40
117
$1.21M 0.17%
16,071
+313
118
$1.2M 0.17%
15,828
+366
119
$1.2M 0.17%
14,421
+233
120
$1.19M 0.17%
5,802
+322
121
$1.19M 0.17%
8,952
+465
122
$1.18M 0.17%
17,564
-20
123
$1.18M 0.17%
627
+418
124
$1.17M 0.17%
16,600
+3,293
125
$1.17M 0.17%
13,240
-426
3 4
5
6 7