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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.21M 0.19%
25,837
+619
102
$4.21M 0.19%
28,273
-100
103
$4.15M 0.18%
260,243
-25,684
104
$4.05M 0.18%
9,105
-219
105
$4.03M 0.18%
15,196
-7,047
106
$4.03M 0.18%
68,456
+6,737
107
$4.01M 0.18%
22,266
+407
108
$4M 0.18%
208,650
+329
109
$3.94M 0.17%
46,413
+765
110
$3.89M 0.17%
32,657
+3,448
111
$3.87M 0.17%
102,735
+22,536
112
$3.82M 0.17%
60,970
+2,697
113
$3.81M 0.17%
28,885
-18,470
114
$3.78M 0.17%
113,128
+13,757
115
$3.77M 0.17%
38,515
-14,533
116
$3.75M 0.17%
423,065
+300
117
$3.74M 0.16%
24,445
+1,932
118
$3.72M 0.16%
215,586
+61,704
119
$3.69M 0.16%
9,103
-92
120
$3.68M 0.16%
8,040
-478
121
$3.67M 0.16%
48,584
+1,072
122
$3.64M 0.16%
187,402
-2,802
123
$3.62M 0.16%
7
+1
124
$3.61M 0.16%
89,931
+6,086
125
$3.58M 0.16%
83,957
-2,343
3 4
5
6 7