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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.09M 0.19%
44,821
-10,510
102
$3.96M 0.18%
+144,350
103
$3.94M 0.18%
104,083
+1,348
104
$3.92M 0.18%
+49,050
105
$3.9M 0.18%
45,827
+39,900
106
$3.87M 0.17%
8,878
-227
107
$3.82M 0.17%
63,353
+2,383
108
$3.81M 0.17%
253,573
-6,670
109
$3.81M 0.17%
79,561
+20,438
110
$3.77M 0.17%
25,729
+1,284
111
$3.76M 0.17%
53,874
+6,909
112
$3.72M 0.17%
54,730
+9,443
113
$3.72M 0.17%
7
114
$3.72M 0.17%
184,816
-2,586
115
$3.71M 0.17%
79,745
+44,462
116
$3.7M 0.17%
30,753
+12,877
117
$3.62M 0.16%
98,800
-3,850
118
$3.61M 0.16%
38,320
-195
119
$3.6M 0.16%
61,405
+12,821
120
$3.6M 0.16%
51,561
+155
121
$3.58M 0.16%
14,036
-1,160
122
$3.57M 0.16%
95,594
+5,663
123
$3.56M 0.16%
13,428
+5,300
124
$3.49M 0.16%
45,454
-994
125
$3.48M 0.16%
9,226
+123
3 4
5
6 7