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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.22M 0.14%
46,312
-12,086
127
$4.21M 0.14%
20,871
-689
128
$4.2M 0.14%
33,763
-5,843
129
$4.19M 0.14%
38,340
+2,877
130
$4.16M 0.14%
23,642
+5,908
131
$4.14M 0.14%
23,917
-39,807
132
$4.14M 0.14%
19,982
+19
133
$4.14M 0.14%
50,581
-12,731
134
$4.1M 0.14%
112,700
-1,332,764
135
$4.1M 0.14%
24,090
-8,343
136
$4.08M 0.13%
72,776
+688
137
$4.07M 0.13%
62,359
-18,551
138
$4.05M 0.13%
16,690
-6,944
139
$4.04M 0.13%
7,217
-201,472
140
$4.02M 0.13%
27,364
+1,182
141
$3.96M 0.13%
7,254
+233
142
$3.95M 0.13%
32,863
-11,963
143
$3.95M 0.13%
22,868
-97,445
144
$3.93M 0.13%
27,641
+527
145
$3.89M 0.13%
19,415
+1,954
146
$3.88M 0.13%
38,520
-427
147
$3.87M 0.13%
40,485
+300
148
$3.86M 0.13%
12,637
-717
149
$3.86M 0.13%
34,435
+2,307
150
$3.81M 0.13%
30,820
+3,080
4 5
6
7 8