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
$710M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.97M
3
+$5.31M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$4.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.65M

Top Sells

1
+$45.9M
2
+$6.95M
3
+$2.49M
4
CSCO icon
Cisco
CSCO
+$2.32M
5
NKE icon
Nike
NKE
+$2.07M

Sector Composition

1 Technology 13.86%
2 Financials 12.56%
3 Consumer Discretionary 11.01%
4 Industrials 10.6%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$588K 0.08%
+10,415
202
$585K 0.08%
66,609
+17,740
203
$584K 0.08%
3,040
-325
204
$582K 0.08%
13,953
+6,853
205
$581K 0.08%
5,255
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206
$577K 0.08%
12,047
+341
207
$575K 0.08%
9,479
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208
$574K 0.08%
8,342
+74
209
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2,728
-4
210
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2,849
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211
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212
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18,287
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213
$561K 0.08%
5,648
+1,358
214
$555K 0.08%
4,662
-275
215
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2,264
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216
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217
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34,156
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218
$549K 0.08%
10,184
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219
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28,731
-8,197
220
$541K 0.08%
37,545
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221
$536K 0.08%
12,221
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222
$536K 0.08%
28,220
-30
223
$534K 0.08%
8,207
-632
224
$533K 0.08%
+22,270
225
$532K 0.07%
6,278
+405
7 8
9
10 11