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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.22M 0.13%
31,113
+20,535
152
$2.21M 0.13%
25,705
-12,041
153
$2.18M 0.13%
3,681
+21
154
$2.15M 0.13%
15,836
+5,001
155
$2.15M 0.13%
78,812
+7,579
156
$2.15M 0.13%
234,940
-5,760
157
$2.15M 0.13%
30,349
-1,155
158
$2.13M 0.12%
14,264
+204
159
$2.1M 0.12%
47,809
+3,822
160
$2.1M 0.12%
18,644
-126
161
$2.07M 0.12%
64,553
+26,881
162
$2.07M 0.12%
3,761
+797
163
$2.07M 0.12%
40,636
+3,648
164
$2.06M 0.12%
15,601
+299
165
$2.04M 0.12%
32,799
+6,253
166
$1.99M 0.12%
83,812
+6,640
167
$1.98M 0.12%
80,291
-861
168
$1.96M 0.11%
4,892
-121
169
$1.96M 0.11%
28,995
+1,815
170
$1.95M 0.11%
17,632
-356
171
$1.94M 0.11%
31,816
-848
172
$1.92M 0.11%
65,134
+37,302
173
$1.9M 0.11%
19,697
174
$1.89M 0.11%
38,433
+367
175
$1.87M 0.11%
46,406
+3,135
5 6
7
8 9