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
$291M
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$11.9M
3
+$7.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.62M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.89M

Top Sells

1
+$3.87M
2
+$3.4M
3
+$3.23M
4
DE icon
Deere & Co
DE
+$2.58M
5
INTU icon
Intuit
INTU
+$2.53M

Sector Composition

1 Consumer Discretionary 4.13%
2 Technology 3.24%
3 Energy 2.27%
4 Financials 1.76%
5 Consumer Staples 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$24.4K 0.01%
160,746
-27,438
152
$23.5K 0.01%
368,717
+9,805
153
$19.8K 0.01%
179,298
+4,637
154
$19.8K 0.01%
122,247
-4,461
155
$17.8K 0.01%
274,054
-41,487
156
$17.7K 0.01%
98,244
-3,075
157
$17.2K 0.01%
1,773,266
+3,552
158
$14.4K ﹤0.01%
304,311
-2,958
159
$13.9K ﹤0.01%
28,545
-514
160
$13.1K ﹤0.01%
396,995
-15,447
161
$12.8K ﹤0.01%
73,726
-6,081
162
$12.5K ﹤0.01%
121,818
-647
163
$12.3K ﹤0.01%
55,845
-6,826
164
$11.7K ﹤0.01%
54,494
+153
165
$11.4K ﹤0.01%
49,444
-558
166
$10.8K ﹤0.01%
57,786
-432
167
$10.1K ﹤0.01%
332,568
-20,564
168
$9.87K ﹤0.01%
62,929
-549
169
$9.7K ﹤0.01%
78,724
+4,903
170
$9.42K ﹤0.01%
45,257
-3,394
171
$9.41K ﹤0.01%
79,751
-1,347
172
$9.12K ﹤0.01%
41,398
-211
173
$8.17K ﹤0.01%
73,651
+11,670
174
$8.13K ﹤0.01%
72,016
-2,276
175
$8.05K ﹤0.01%
30,179
-231
5 6
7
8 9