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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.6M 0.15%
35,463
-2,035
127
$2.58M 0.15%
7,730
-2,472
128
$2.57M 0.15%
51,317
-14,079
129
$2.56M 0.15%
7,153
+4,604
130
$2.54M 0.15%
41,362
+2,414
131
$2.54M 0.15%
126,490
+95,825
132
$2.53M 0.15%
6,534
-1,935
133
$2.52M 0.15%
+15,178
134
$2.49M 0.15%
42,731
+10,149
135
$2.48M 0.14%
30,265
+17,663
136
$2.46M 0.14%
19,152
+1,314
137
$2.46M 0.14%
4,848
+189
138
$2.46M 0.14%
19,311
+381
139
$2.46M 0.14%
57,051
+4,186
140
$2.42M 0.14%
40,326
+9,149
141
$2.39M 0.14%
21,422
+206
142
$2.37M 0.14%
38,614
+732
143
$2.36M 0.14%
10,596
+1,746
144
$2.35M 0.14%
31,555
+1,387
145
$2.32M 0.14%
38,846
-2,263
146
$2.32M 0.14%
+104,766
147
$2.26M 0.13%
31,666
+4,087
148
$2.24M 0.13%
53,717
+805
149
$2.24M 0.13%
26,089
+1,523
150
$2.23M 0.13%
50,834
-17,088
4 5
6
7 8