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
$2.21B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$3.96M
3
+$3.92M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.79M
5
PCAR icon
PACCAR
PCAR
+$3.39M

Top Sells

1
+$4.63M
2
+$4.21M
3
+$4.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.39M
5
PLTR icon
Palantir
PLTR
+$2.25M

Sector Composition

1 Technology 22.72%
2 Financials 13.56%
3 Consumer Discretionary 9.72%
4 Industrials 8.67%
5 Consumer Staples 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.31M 0.1%
51,774
+1,190
177
$2.31M 0.1%
59,600
-4,403
178
$2.29M 0.1%
175,284
-365
179
$2.28M 0.1%
61,703
+3,283
180
$2.28M 0.1%
3,522
+116
181
$2.25M 0.1%
28,798
-654
182
$2.23M 0.1%
8,688
+1,365
183
$2.23M 0.1%
3,666
-78
184
$2.17M 0.1%
3,689
+123
185
$2.17M 0.1%
23,012
-1,016
186
$2.17M 0.1%
34,381
-8,227
187
$2.12M 0.1%
13,935
188
$2.11M 0.1%
20,086
+138
189
$2.09M 0.09%
35,940
-3,670
190
$2.08M 0.09%
113,186
+1,644
191
$2.07M 0.09%
30,528
+1,704
192
$2.01M 0.09%
64,382
-167
193
$2M 0.09%
149,421
+3,325
194
$2M 0.09%
68,800
-40
195
$1.94M 0.09%
6,007
+997
196
$1.94M 0.09%
209,071
+33,413
197
$1.94M 0.09%
16,123
+2,507
198
$1.92M 0.09%
15,627
+1,010
199
$1.91M 0.09%
28,417
+1
200
$1.89M 0.09%
29,326
-48
6 7
8
9 10