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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.46M 0.16%
21,747
-519
127
$3.44M 0.16%
7,730
+731
128
$3.4M 0.15%
24,674
+11,471
129
$3.39M 0.15%
30,673
+1,788
130
$3.39M 0.15%
31,990
-667
131
$3.32M 0.15%
25,326
+7,388
132
$3.21M 0.15%
117,275
+21,058
133
$3.14M 0.14%
38,428
-1,823
134
$3.09M 0.14%
69,770
+5,477
135
$3.08M 0.14%
219,806
+73,270
136
$3.06M 0.14%
31,684
-1,413
137
$3.04M 0.14%
21,077
-7,229
138
$3.04M 0.14%
51,995
+9,473
139
$3.02M 0.14%
21,781
+8,846
140
$2.98M 0.13%
41,427
-6,346
141
$2.97M 0.13%
33,433
-12,980
142
$2.97M 0.13%
6,912
-742
143
$2.95M 0.13%
78,979
+35,330
144
$2.93M 0.13%
82,392
-30,736
145
$2.92M 0.13%
11,313
+411
146
$2.92M 0.13%
87,759
-1,624
147
$2.91M 0.13%
38,409
+1,592
148
$2.9M 0.13%
48,750
+1,329
149
$2.89M 0.13%
20,722
-537
150
$2.88M 0.13%
70,593
-13,364
4 5
6
7 8