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
$233M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$9.51M
2 +$8.91M
3 +$7.39M
4
META icon
Meta Platforms (Facebook)
META
+$6.42M
5
T icon
AT&T
T
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.37%
2 Communication Services 12.22%
3 Financials 11.09%
4 Industrials 10.3%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$178K 0.08%
+20,637
177
$110K 0.05%
+15,000
178
$78K 0.03%
+1,493
179
$69K 0.03%
+3,847
180
$39K 0.02%
+15,000
181
$13K 0.01%
+15,562