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
$291M
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$11.9M
3
+$7.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.62M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.89M

Top Sells

1
+$3.87M
2
+$3.4M
3
+$3.23M
4
DE icon
Deere & Co
DE
+$2.58M
5
INTU icon
Intuit
INTU
+$2.53M

Sector Composition

1 Consumer Discretionary 4.13%
2 Technology 3.24%
3 Energy 2.27%
4 Financials 1.76%
5 Consumer Staples 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249K 0.09%
+3,216
127
$248K 0.09%
4,217
-10
128
$246K 0.08%
1,684
-74
129
$245K 0.08%
28,897
-932
130
$242K 0.08%
89,980
+5,568
131
$239K 0.08%
13,745
+4,619
132
$236K 0.08%
5,393
+1,388
133
$236K 0.08%
5,558
+1
134
$230K 0.08%
10,101
-31
135
$229K 0.08%
103,177
+374
136
$227K 0.08%
31,498
-1,301
137
$221K 0.08%
2,423
+648
138
$220K 0.08%
9,118
-76
139
$219K 0.08%
5,351
-915
140
$218K 0.07%
+2,070
141
$216K 0.07%
+3,744
142
$211K 0.07%
7,800
-372
143
$205K 0.07%
41,828
+1,124
144
$204K 0.07%
+5,395
145
$200K 0.07%
+952
146
$200K 0.07%
+6,953
147
$183K 0.06%
10,735
-590
148
$90.9K 0.03%
+1,928,919
149
$36.7K 0.01%
1,914
+7
150
$32.1K 0.01%
+10,500
4 5
6
7 8