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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$750K 0.11%
9,237
-8,642
177
$736K 0.1%
6,423
-54
178
$735K 0.1%
4,035
-384
179
$729K 0.1%
61,915
+2,534
180
$722K 0.1%
8,069
+1,053
181
$722K 0.1%
22,346
+7,190
182
$700K 0.1%
18,872
+184
183
$696K 0.1%
10,608
+185
184
$693K 0.1%
10,955
+2,364
185
$690K 0.1%
3,924
+1,665
186
$684K 0.1%
12,829
+2,026
187
$680K 0.1%
15,973
-272
188
$678K 0.1%
37,521
+1,979
189
$678K 0.1%
6,459
+50
190
$670K 0.09%
16,398
-2,607
191
$665K 0.09%
3,495
-5,826
192
$659K 0.09%
11,225
-1,107
193
$654K 0.09%
18,043
+9,900
194
$644K 0.09%
5,893
+167
195
$638K 0.09%
+13,543
196
$637K 0.09%
4,978
-231
197
$633K 0.09%
5,969
-222
198
$621K 0.09%
+25,138
199
$603K 0.08%
+6,757
200
$599K 0.08%
+5,277
6 7
8
9 10