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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.77M 0.12%
29,092
+4,137
152
$3.75M 0.12%
12,599
+184
153
$3.75M 0.12%
21,997
+1,955
154
$3.68M 0.12%
34,908
-92,443
155
$3.64M 0.12%
62,838
+5,007
156
$3.59M 0.12%
7,009
+69
157
$3.58M 0.12%
57,672
-43,049
158
$3.57M 0.12%
71,004
-11,467
159
$3.53M 0.12%
65,975
+23
160
$3.5M 0.12%
280,404
-11,932
161
$3.5M 0.12%
122,646
+16,626
162
$3.47M 0.11%
31,630
-1,110
163
$3.46M 0.11%
35,907
+2,960
164
$3.43M 0.11%
28,801
+709
165
$3.43M 0.11%
3,619
+136
166
$3.41M 0.11%
32,718
+1,299
167
$3.38M 0.11%
51,852
-1,959
168
$3.34M 0.11%
33,357
+59
169
$3.34M 0.11%
48,320
+20,171
170
$3.28M 0.11%
22,581
-2,002
171
$3.24M 0.11%
54,626
-923
172
$3.23M 0.11%
34,478
-117,141
173
$3.18M 0.11%
66,392
+7,651
174
$3.18M 0.11%
36,782
+2,074
175
$3.15M 0.1%
28,642
-753
5 6
7
8 9