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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$8.91M
3
+$7.39M
4
META icon
Meta Platforms (Facebook)
META
+$6.42M
5
T icon
AT&T
T
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.37%
2 Communication Services 12.22%
3 Financials 11.09%
4 Industrials 10.3%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.11%
+7,100
152
$248K 0.11%
+3,297
153
$246K 0.11%
+4,433
154
$241K 0.1%
+4,978
155
$240K 0.1%
+3,833
156
$239K 0.1%
+2,484
157
$238K 0.1%
+2,754
158
$233K 0.1%
+5,629
159
$232K 0.1%
+6,393
160
$231K 0.1%
+6,571
161
$230K 0.1%
+8,669
162
$225K 0.1%
+2,938
163
$224K 0.1%
+1,578
164
$224K 0.1%
+1,726
165
$220K 0.09%
+7,887
166
$218K 0.09%
+2,939
167
$216K 0.09%
+4,822
168
$216K 0.09%
+4,225
169
$213K 0.09%
+2,728
170
$212K 0.09%
+2,375
171
$211K 0.09%
+19,145
172
$208K 0.09%
+4,890
173
$206K 0.09%
+79,400
174
$205K 0.09%
+10,311
175
$204K 0.09%
+4,184
4 5 6
7
8