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
$819M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$3.1M
3
+$2.28M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
WMT icon
Walmart
WMT
+$1.98M

Top Sells

1
+$1.89M
2
+$1.8M
3
+$1.31M
4
HON icon
Honeywell
HON
+$1.25M
5
NFLX icon
Netflix
NFLX
+$1.14M

Sector Composition

1 Technology 14.88%
2 Financials 12.43%
3 Consumer Discretionary 10.84%
4 Consumer Staples 10.39%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$853K 0.1%
11,957
+574
177
$851K 0.1%
6,141
-32
178
$831K 0.1%
1,865
+536
179
$829K 0.1%
5,913
-286
180
$828K 0.1%
+8,129
181
$810K 0.1%
3,909
-238
182
$809K 0.1%
7,243
-80
183
$804K 0.1%
55,599
+131
184
$804K 0.1%
14,878
-752
185
$800K 0.1%
+11,262
186
$794K 0.1%
25,529
+3,982
187
$793K 0.1%
16,825
-599
188
$791K 0.1%
6,931
+224
189
$784K 0.1%
+21,754
190
$770K 0.09%
8,562
+1,436
191
$769K 0.09%
14,302
+1,845
192
$741K 0.09%
6,268
-22
193
$736K 0.09%
5,889
-3
194
$734K 0.09%
3,740
-110
195
$731K 0.09%
7,941
-26
196
$726K 0.09%
+6,506
197
$723K 0.09%
2,928
+278
198
$719K 0.09%
13,327
-149
199
$715K 0.09%
3,426
+2,318
200
$703K 0.09%
15,544
+7,282
6 7
8
9 10