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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.65M
3
+$5.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.86M
5
MSFT icon
Microsoft
MSFT
+$3.34M

Top Sells

1
+$3.01M
2
+$2.44M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.8M
5
RF icon
Regions Financial
RF
+$1.79M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.9M 0.08%
125,869
+1,373
202
$1.9M 0.08%
+28,040
203
$1.89M 0.08%
31,945
+23,441
204
$1.88M 0.08%
75,728
-8,074
205
$1.88M 0.08%
38,597
-1,380
206
$1.88M 0.08%
13,203
+16
207
$1.88M 0.08%
6,147
+192
208
$1.87M 0.08%
28,416
+528
209
$1.87M 0.08%
12,935
+436
210
$1.86M 0.08%
146,536
+235
211
$1.84M 0.08%
14,617
+867
212
$1.8M 0.08%
33,477
-4,016
213
$1.8M 0.08%
175,649
+20
214
$1.78M 0.08%
53,927
+4,088
215
$1.76M 0.08%
15,133
+83
216
$1.75M 0.08%
43,649
-4,457
217
$1.74M 0.08%
27,828
-4,164
218
$1.73M 0.08%
42,411
+24,734
219
$1.73M 0.08%
24,948
+15,842
220
$1.71M 0.08%
17,876
+1,493
221
$1.7M 0.07%
35,283
+22,511
222
$1.69M 0.07%
89,567
-1,380
223
$1.68M 0.07%
50,988
+665
224
$1.66M 0.07%
95,562
+3,897
225
$1.65M 0.07%
11,145
+2,506
7 8
9
10 11