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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.15M 0.1%
43,202
+1,659
177
$3.11M 0.1%
28,166
+1,259
178
$3.09M 0.1%
45,468
-8,281
179
$3.08M 0.1%
20,207
+1,509
180
$3.08M 0.1%
16,438
-88
181
$3.07M 0.1%
+23,432
182
$3.07M 0.1%
8,250
+101
183
$3.06M 0.1%
39,103
+4,754
184
$3.06M 0.1%
27,131
-1,161
185
$3.05M 0.1%
121,725
-847,801
186
$3M 0.1%
71,120
+4,632
187
$3M 0.1%
41,252
+5,322
188
$2.99M 0.1%
31,876
+689
189
$2.98M 0.1%
16,971
-1,186
190
$2.97M 0.1%
17,421
-698
191
$2.97M 0.1%
32,573
-111,661
192
$2.93M 0.1%
17,589
-101
193
$2.93M 0.1%
4,419
-136
194
$2.93M 0.1%
175,948
+3,920
195
$2.92M 0.1%
94,362
-18,028
196
$2.92M 0.1%
29,798
+5,246
197
$2.89M 0.1%
+195,290
198
$2.88M 0.1%
187,446
-2,137
199
$2.86M 0.09%
35,642
-100
200
$2.85M 0.09%
9,338
+1,026
6 7
8
9 10