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
$819M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$3.1M
3
+$2.28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
WMT icon
Walmart
WMT
+$1.98M

Top Sells

1
+$1.89M
2
+$1.8M
3
+$1.31M
4
HON icon
Honeywell
HON
+$1.25M
5
NFLX icon
Netflix
NFLX
+$1.14M

Sector Composition

1 Technology 14.88%
2 Financials 12.43%
3 Consumer Discretionary 10.84%
4 Consumer Staples 10.39%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.8M 0.22%
62,985
+7,129
102
$1.78M 0.22%
39,540
+474
103
$1.73M 0.21%
11,972
+281
104
$1.67M 0.2%
5,723
+2,005
105
$1.59M 0.19%
28,799
-2,451
106
$1.59M 0.19%
366,120
-41,840
107
$1.57M 0.19%
9,759
-151
108
$1.57M 0.19%
11,266
-204
109
$1.56M 0.19%
28,408
-83
110
$1.52M 0.19%
8,474
+3,112
111
$1.51M 0.18%
10,654
-194
112
$1.47M 0.18%
12,979
+1,361
113
$1.46M 0.18%
28,210
+193
114
$1.46M 0.18%
18,288
+11,751
115
$1.45M 0.18%
20,964
-19,037
116
$1.44M 0.18%
45,834
-1,016
117
$1.44M 0.18%
9,058
+533
118
$1.43M 0.17%
15,757
-148
119
$1.42M 0.17%
11,368
+2,416
120
$1.42M 0.17%
7,741
-189
121
$1.35M 0.17%
15,052
-1,019
122
$1.35M 0.17%
14,213
+257
123
$1.3M 0.16%
30,403
-2,310
124
$1.28M 0.16%
14,253
-3,311
125
$1.27M 0.16%
46,070
-90
3 4
5
6 7