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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.88M 0.13%
16,454
+402
152
$2.86M 0.13%
38,934
153
$2.84M 0.13%
9,733
+394
154
$2.84M 0.13%
11,814
-691
155
$2.83M 0.13%
170,067
-45,519
156
$2.81M 0.13%
30,637
+228
157
$2.76M 0.12%
22,814
+3,909
158
$2.74M 0.12%
11,619
+382
159
$2.72M 0.12%
34,765
-674
160
$2.71M 0.12%
19,119
+7,397
161
$2.68M 0.12%
4,796
-187
162
$2.67M 0.12%
11,646
+574
163
$2.66M 0.12%
37,414
-5,521
164
$2.64M 0.12%
145,428
+81,628
165
$2.62M 0.12%
5,963
-521
166
$2.6M 0.12%
6,082
-490
167
$2.56M 0.12%
20,216
-706
168
$2.56M 0.12%
15,424
-94
169
$2.55M 0.12%
34,075
-146
170
$2.55M 0.12%
17,881
+7,648
171
$2.48M 0.11%
31,764
+3,724
172
$2.42M 0.11%
57,239
+5,582
173
$2.4M 0.11%
15,375
-25
174
$2.36M 0.11%
11,047
+1,335
175
$2.32M 0.1%
94,089
-2,444
5 6
7
8 9