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
201
$1.61M 0.09%
91,961
+374
202
$1.61M 0.09%
18,722
+2,598
203
$1.6M 0.09%
14,931
+1,637
204
$1.59M 0.09%
31,532
+5,403
205
$1.57M 0.09%
+32,835
206
$1.53M 0.09%
62,512
-9,920
207
$1.52M 0.09%
7,011
+65
208
$1.49M 0.09%
6,209
+7
209
$1.48M 0.09%
24,384
-206
210
$1.45M 0.08%
18,010
+4,542
211
$1.45M 0.08%
21,184
+1,981
212
$1.45M 0.08%
7,710
-270
213
$1.42M 0.08%
4,850
-17
214
$1.4M 0.08%
15,645
-1,238
215
$1.39M 0.08%
6,621
+408
216
$1.38M 0.08%
10,858
+454
217
$1.37M 0.08%
127,270
+21,343
218
$1.36M 0.08%
32,440
219
$1.36M 0.08%
8,231
+1,403
220
$1.34M 0.08%
12,770
+2,674
221
$1.34M 0.08%
10,025
-360
222
$1.33M 0.08%
16,358
+435
223
$1.33M 0.08%
28,275
-75
224
$1.32M 0.08%
5,734
+36
225
$1.31M 0.08%
5,742
-171
7 8
9
10 11