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
$3.03B
AUM Growth
-$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.07M
3
+$4.18M
4
GLD icon
SPDR Gold Trust
GLD
+$3.99M
5
PLTR icon
Palantir
PLTR
+$3.39M

Top Sells

1
+$194M
2
+$138M
3
+$127M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$118M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$113M

Sector Composition

1 Technology 27.89%
2 Financials 16.89%
3 Consumer Discretionary 9.87%
4 Industrials 7.85%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.85M 0.09%
+347,113
202
$2.83M 0.09%
33,116
+883
203
$2.83M 0.09%
12,800
+1,020
204
$2.79M 0.09%
10,958
-115
205
$2.78M 0.09%
35,283
+5,695
206
$2.78M 0.09%
28,180
+3
207
$2.76M 0.09%
74,725
-19,896
208
$2.75M 0.09%
43,384
+2,003
209
$2.71M 0.09%
53,654
-9,478
210
$2.69M 0.09%
28,210
-704
211
$2.67M 0.09%
9,957
+35
212
$2.66M 0.09%
12,963
+6,696
213
$2.65M 0.09%
+4,477
214
$2.63M 0.09%
28,386
+472
215
$2.63M 0.09%
85,885
-90
216
$2.59M 0.09%
3,816
-78
217
$2.59M 0.09%
226,495
+4,489
218
$2.59M 0.09%
9,767
+940
219
$2.55M 0.08%
5,270
+130
220
$2.52M 0.08%
110,907
+30,804
221
$2.47M 0.08%
41,061
+1,399
222
$2.43M 0.08%
22,326
+602
223
$2.4M 0.08%
13,255
-91
224
$2.38M 0.08%
27,675
-11,635
225
$2.37M 0.08%
32,848
-1,093
7 8
9
10 11