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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14M 0.16%
13,666
+9,132
127
$1.14M 0.16%
14,188
-1,037
128
$1.14M 0.16%
26,983
+5,676
129
$1.12M 0.16%
15,758
-4,029
130
$1.12M 0.16%
22,334
-2,517
131
$1.1M 0.15%
39,134
+9,457
132
$1.09M 0.15%
26,449
+929
133
$1.09M 0.15%
13,307
+2,483
134
$1.08M 0.15%
5,480
+47
135
$1.07M 0.15%
19,075
+13,393
136
$1.06M 0.15%
5,689
-482
137
$1.05M 0.15%
54,965
+134
138
$1.02M 0.14%
18,847
-1,246
139
$1.01M 0.14%
19,648
+4,123
140
$1.01M 0.14%
3,691
+141
141
$999K 0.14%
+14,692
142
$994K 0.14%
64,690
+213
143
$993K 0.14%
12,561
+2,512
144
$990K 0.14%
22,117
+1,975
145
$973K 0.14%
6,094
+39
146
$971K 0.14%
53,162
147
$970K 0.14%
8,487
-1,776
148
$968K 0.14%
12,038
+8,046
149
$961K 0.14%
6,065
-3,067
150
$951K 0.13%
28,919
+6,346
4 5
6
7 8