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
201
$1.88M 0.08%
44,917
+2,506
202
$1.87M 0.08%
55,566
+22,957
203
$1.85M 0.08%
601
+4
204
$1.83M 0.08%
35,576
-12,476
205
$1.83M 0.08%
44,577
-5,022
206
$1.81M 0.08%
21,177
-358
207
$1.81M 0.08%
32,109
-1,368
208
$1.76M 0.08%
3,840
+291
209
$1.74M 0.08%
27,177
-1,504
210
$1.72M 0.08%
72,876
-11,664
211
$1.72M 0.08%
4,301
+5
212
$1.69M 0.08%
47,395
+38,022
213
$1.68M 0.08%
1,217
214
$1.68M 0.08%
22,322
+15,489
215
$1.67M 0.08%
6,095
-52
216
$1.66M 0.08%
27,741
-87
217
$1.65M 0.07%
49,960
-3,967
218
$1.64M 0.07%
36,837
-1,760
219
$1.64M 0.07%
24,809
-1,503
220
$1.61M 0.07%
93,376
-2,186
221
$1.61M 0.07%
18,239
-254
222
$1.6M 0.07%
8,131
-788
223
$1.6M 0.07%
10,255
-234
224
$1.57M 0.07%
3,248
+797
225
$1.57M 0.07%
48,738
-2,250
7 8
9
10 11