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
$2.78B
AUM Growth
+$565M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$45.4M
3
+$31.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.2M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$18.1M

Top Sells

1
+$3.64M
2
+$2.58M
3
+$1.79M
4
ENPH icon
Enphase Energy
ENPH
+$1.62M
5
CSX icon
CSX Corp
CSX
+$1.37M

Sector Composition

1 Technology 21.59%
2 Financials 13.72%
3 Consumer Discretionary 8.8%
4 Industrials 7.78%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.1M 0.08%
8,902
+771
202
$2.09M 0.08%
22,854
-5,944
203
$2.08M 0.07%
8,533
-2,780
204
$2.08M 0.07%
5,386
-621
205
$2.06M 0.07%
29,314
-12
206
$2.01M 0.07%
93,489
+113
207
$2M 0.07%
26,688
+13,344
208
$2M 0.07%
4,074
-227
209
$1.99M 0.07%
56,234
-3,366
210
$1.96M 0.07%
24,188
+1,866
211
$1.94M 0.07%
35,293
-283
212
$1.93M 0.07%
3,756
-84
213
$1.9M 0.07%
+20,420
214
$1.9M 0.07%
41,833
+12,067
215
$1.89M 0.07%
11,572
+5,809
216
$1.88M 0.07%
3,582
-84
217
$1.88M 0.07%
44,917
218
$1.87M 0.07%
43,121
-6,839
219
$1.82M 0.07%
50,743
+9,287
220
$1.81M 0.07%
36,489
-348
221
$1.8M 0.06%
27,709
-32
222
$1.79M 0.06%
5,993
-102
223
$1.79M 0.06%
55,606
-8,776
224
$1.77M 0.06%
7,996
-2,259
225
$1.77M 0.06%
48,242
+847
7 8
9
10 11