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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.4M 0.2%
21,971
+4,726
102
$3.4M 0.2%
84,412
-2,544
103
$3.37M 0.2%
41,140
-12,260
104
$3.34M 0.2%
47,602
-1,584
105
$3.33M 0.19%
40,704
-12,324
106
$3.33M 0.19%
39,568
+1,156
107
$3.28M 0.19%
73,895
-31,603
108
$3.24M 0.19%
15,829
+730
109
$3.23M 0.19%
6,875
-170
110
$3.21M 0.19%
13,771
+1,725
111
$3.18M 0.19%
44,787
+437
112
$3.16M 0.18%
122,706
+20,969
113
$3.02M 0.18%
42,223
-42,974
114
$3M 0.17%
452,491
-250
115
$3M 0.17%
37,926
+6,420
116
$2.98M 0.17%
49,310
+1,974
117
$2.97M 0.17%
21,334
+148
118
$2.94M 0.17%
262,397
-15,282
119
$2.85M 0.17%
29,638
+10
120
$2.77M 0.16%
11,441
-3,555
121
$2.75M 0.16%
55,923
-1,352
122
$2.74M 0.16%
12,105
+1,241
123
$2.73M 0.16%
23,382
-1,604
124
$2.71M 0.16%
82,983
+48,948
125
$2.69M 0.16%
47,826
-9,485
3 4
5
6 7