IAA
Independent Advisor Alliance Portfolio holdings
AUM
$4.12B
1-Year Est. Return
30.57%
This Fund
S&P 500
1 Year Est. Return
+30.57%
AUM
$631M
AUM Growth
+$398M
(+171%)
Holding
412
Top Buys
| 1 | +$15.8M | |
| 2 | +$13.1M | |
| 3 | +$12.2M | |
| 4 |
Invesco Preferred ETF
PGX
|
+$9.28M |
| 5 |
Vanguard Total Bond Market
BND
|
+$9.26M |
Top Sells
| 1 | +$3.37M | |
| 2 | +$3.18M | |
| 3 | +$3.09M | |
| 4 |
Altria Group
MO
|
+$1.21M |
| 5 |
Expedia Group
EXPE
|
+$958K |
Sector Composition
| 1 | Consumer Staples | 6.47% |
| 2 | Financials | 5.2% |
| 3 | Communication Services | 5.2% |
| 4 | Industrials | 4.84% |
| 5 | Technology | 4.71% |