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
$1.47B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.96M
3
+$5.49M
4
MSFT icon
Microsoft
MSFT
+$5.43M
5
FCX icon
Freeport-McMoran
FCX
+$4.89M

Top Sells

1
+$8.69M
2
+$5.56M
3
+$5.11M
4
BRO icon
Brown & Brown
BRO
+$4.95M
5
HD icon
Home Depot
HD
+$4.78M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 13.58%
3 Industrials 12.19%
4 Financials 10.36%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$918K 0.06%
9,972
+1,245
227
$917K 0.06%
84,035
-3,500
228
$915K 0.06%
21,269
-458
229
$914K 0.06%
3,527
+30
230
$909K 0.06%
11,647
-5,087
231
$904K 0.06%
19,670
-8,760
232
$896K 0.06%
21,746
+4,198
233
$894K 0.06%
12,571
+1,426
234
$887K 0.06%
5,126
+246
235
$885K 0.06%
17,752
-100
236
$884K 0.06%
2,364
+766
237
$883K 0.06%
35,947
+952
238
$876K 0.06%
6,640
+779
239
$859K 0.06%
9,737
+154
240
$856K 0.06%
18,140
+2,530
241
$849K 0.06%
28,140
+2,430
242
$848K 0.06%
6,077
-178
243
$846K 0.06%
26,842
+2,820
244
$845K 0.06%
4,351
+2,140
245
$843K 0.06%
3,477
-342
246
$840K 0.06%
8,427
-39
247
$827K 0.06%
2,713
-1,357
248
$824K 0.06%
8,843
+406
249
$817K 0.06%
4,186
+1,344
250
$800K 0.05%
+18,816
8 9
10
11 12