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
$819M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$3.1M
3
+$2.28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
WMT icon
Walmart
WMT
+$1.98M

Top Sells

1
+$1.89M
2
+$1.8M
3
+$1.31M
4
HON icon
Honeywell
HON
+$1.25M
5
NFLX icon
Netflix
NFLX
+$1.14M

Sector Composition

1 Technology 14.88%
2 Financials 12.43%
3 Consumer Discretionary 10.84%
4 Consumer Staples 10.39%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.16%
29,794
+1,159
127
$1.26M 0.15%
17,625
-8,128
128
$1.26M 0.15%
+14,679
129
$1.26M 0.15%
22,813
-202
130
$1.25M 0.15%
5,802
131
$1.25M 0.15%
18,033
+1,433
132
$1.25M 0.15%
43,080
+9,900
133
$1.22M 0.15%
620
-7
134
$1.2M 0.15%
19,761
+635
135
$1.18M 0.14%
14,174
-247
136
$1.18M 0.14%
9,238
+1,463
137
$1.17M 0.14%
8,068
+1,257
138
$1.17M 0.14%
14,692
139
$1.17M 0.14%
14,837
+341
140
$1.15M 0.14%
15,115
-713
141
$1.13M 0.14%
39,089
+1
142
$1.13M 0.14%
15,250
-499
143
$1.12M 0.14%
57,375
+4,047
144
$1.11M 0.14%
23,929
-1,930
145
$1.1M 0.13%
8,826
-261
146
$1.09M 0.13%
7,327
+233
147
$1.08M 0.13%
26,122
-2,792
148
$1.07M 0.13%
5,937
+180
149
$1.06M 0.13%
44,281
-1,052
150
$1.06M 0.13%
4,884
-180
4 5
6
7 8