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
$291M
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$11.9M
3
+$7.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.62M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.89M

Top Sells

1
+$3.87M
2
+$3.4M
3
+$3.23M
4
DE icon
Deere & Co
DE
+$2.58M
5
INTU icon
Intuit
INTU
+$2.53M

Sector Composition

1 Consumer Discretionary 4.13%
2 Technology 3.24%
3 Energy 2.27%
4 Financials 1.76%
5 Consumer Staples 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.71K ﹤0.01%
107,969
+7,758
177
$7.55K ﹤0.01%
53,588
-4,786
178
$7.54K ﹤0.01%
72,529
-85
179
$7.42K ﹤0.01%
63,179
-12,085
180
$6.43K ﹤0.01%
28,148
181
$6.36K ﹤0.01%
19,489
-496
182
$6.16K ﹤0.01%
677,852
+29,826
183
$5.98K ﹤0.01%
177,693
-6,198
184
$5.93K ﹤0.01%
11,559
+40
185
$5.91K ﹤0.01%
44,023
-2
186
$5.81K ﹤0.01%
89,709
+51,095
187
$5.66K ﹤0.01%
21,556
-277
188
$5.48K ﹤0.01%
297,581
-19,254
189
$5.34K ﹤0.01%
71,954
-985
190
$5.29K ﹤0.01%
313
+63
191
$5.1K ﹤0.01%
50,549
+9,409
192
$5.07K ﹤0.01%
26,599
-2,568
193
$4.59K ﹤0.01%
13,655
-72
194
$4.4K ﹤0.01%
31,430
-7,336
195
$4.38K ﹤0.01%
17,633
-30
196
$4.36K ﹤0.01%
211,358
-20,847
197
$4.33K ﹤0.01%
24,975
-23
198
$4.22K ﹤0.01%
13,707
-64
199
$4.13K ﹤0.01%
41,672
+2,104
200
$4.12K ﹤0.01%
53,022
-6,364
6 7
8
9 10