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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$8.91M
3
+$7.39M
4
META icon
Meta Platforms (Facebook)
META
+$6.42M
5
T icon
AT&T
T
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.37%
2 Communication Services 12.22%
3 Financials 11.09%
4 Industrials 10.3%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$364K 0.16%
+69,962
127
$361K 0.15%
+5,456
128
$359K 0.15%
+6,158
129
$356K 0.15%
+8,595
130
$355K 0.15%
+3,590
131
$353K 0.15%
+981
132
$344K 0.15%
+23,374
133
$342K 0.15%
+3,311
134
$341K 0.15%
+5,551
135
$330K 0.14%
+13,308
136
$314K 0.13%
+2,705
137
$313K 0.13%
+9,834
138
$305K 0.13%
+1,975
139
$296K 0.13%
+5,657
140
$284K 0.12%
+7,720
141
$283K 0.12%
+2,285
142
$282K 0.12%
+3,228
143
$279K 0.12%
+3,360
144
$273K 0.12%
+11,709
145
$271K 0.12%
+3,441
146
$266K 0.11%
+19,829
147
$261K 0.11%
+3,717
148
$258K 0.11%
+20,890
149
$257K 0.11%
+3,345
150
$250K 0.11%
+1,353
4 5
6
7 8