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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$950K 0.13%
13,745
+499
152
$937K 0.13%
+8,986
153
$933K 0.13%
9,800
+3,029
154
$919K 0.13%
5,866
+661
155
$917K 0.13%
8,634
+992
156
$914K 0.13%
2,108
+621
157
$905K 0.13%
6,828
+924
158
$882K 0.12%
15,462
+70
159
$879K 0.12%
+29,550
160
$879K 0.12%
14,235
+1,898
161
$868K 0.12%
55,416
-4,081
162
$866K 0.12%
11,220
-297
163
$865K 0.12%
17,947
-729
164
$861K 0.12%
6,001
-430
165
$842K 0.12%
+7,060
166
$841K 0.12%
74,652
-8,358
167
$835K 0.12%
23,357
-9,663
168
$828K 0.12%
5,467
+3,774
169
$824K 0.12%
15,883
-648
170
$817K 0.11%
40,854
+11,572
171
$814K 0.11%
10,771
-154
172
$785K 0.11%
78,353
173
$777K 0.11%
+10,318
174
$769K 0.11%
12,280
-655
175
$764K 0.11%
14,067
+4,658
5 6
7
8 9