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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.24M 0.17%
30,652
+1,135
102
$5.23M 0.17%
42,959
-1,711
103
$5.23M 0.17%
8,345
+96
104
$5M 0.17%
10,043
+107
105
$4.95M 0.16%
42,428
-858
106
$4.94M 0.16%
23,602
+50
107
$4.93M 0.16%
54,808
-99
108
$4.8M 0.16%
19,341
-241
109
$4.8M 0.16%
26,684
+1,232
110
$4.75M 0.16%
3,581
-98
111
$4.66M 0.15%
21,478
+19,232
112
$4.65M 0.15%
65,306
+205
113
$4.64M 0.15%
76,073
+5,024
114
$4.64M 0.15%
135,866
-2,298
115
$4.62M 0.15%
27,814
+1,021
116
$4.57M 0.15%
41,137
-691
117
$4.52M 0.15%
9,641
-147,518
118
$4.46M 0.15%
34,804
+2,202
119
$4.44M 0.15%
102,314
-95,287
120
$4.38M 0.14%
7,800
-210,533
121
$4.33M 0.14%
97,825
+8,345
122
$4.33M 0.14%
39,387
-6,871
123
$4.32M 0.14%
12,362
-934
124
$4.28M 0.14%
61,663
-10,979
125
$4.24M 0.14%
921
+1
3 4
5
6 7