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
$1.71B
AUM Growth
-$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$18.3M
3
+$15.5M
4
LNG icon
Cheniere Energy
LNG
+$2.52M
5
TSLA icon
Tesla
TSLA
+$2.38M

Top Sells

1
+$8.99M
2
+$7.44M
3
+$7.31M
4
TFC icon
Truist Financial
TFC
+$6.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.28M

Sector Composition

1 Technology 21.53%
2 Financials 11.16%
3 Consumer Discretionary 10.81%
4 Industrials 9.89%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.87M 0.11%
35,985
+780
177
$1.86M 0.11%
27,930
+5,040
178
$1.85M 0.11%
40,735
-1,211
179
$1.84M 0.11%
64,420
+672
180
$1.83M 0.11%
+48,836
181
$1.82M 0.11%
15,887
+1,535
182
$1.82M 0.11%
68,162
+3,254
183
$1.81M 0.11%
124,572
-3,502
184
$1.79M 0.1%
40,845
+6,517
185
$1.78M 0.1%
16,940
+439
186
$1.77M 0.1%
14,028
+265
187
$1.75M 0.1%
6,570
+314
188
$1.74M 0.1%
33,039
-1,540
189
$1.73M 0.1%
157,121
+3,937
190
$1.72M 0.1%
69,000
+2,500
191
$1.72M 0.1%
10,099
+239
192
$1.71M 0.1%
54,418
+10,832
193
$1.7M 0.1%
6,410
+1,131
194
$1.69M 0.1%
19,559
+12,187
195
$1.68M 0.1%
57,346
-5,031
196
$1.67M 0.1%
6,175
+656
197
$1.67M 0.1%
52,523
+46,352
198
$1.64M 0.1%
58,453
+299
199
$1.63M 0.1%
4,322
-696
200
$1.61M 0.09%
9,807
+278
6 7
8
9 10