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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.3M
3
+$5.66M
4
AMD icon
Advanced Micro Devices
AMD
+$5.41M
5
CCBG icon
Capital City Bank Group
CCBG
+$5.19M

Top Sells

1
+$5.48M
2
+$4.68M
3
+$4.44M
4
GAP
The Gap Inc
GAP
+$4.36M
5
PWR icon
Quanta Services
PWR
+$4.35M

Sector Composition

1 Technology 22.93%
2 Consumer Discretionary 13.31%
3 Industrials 13.03%
4 Financials 12.24%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2M 0.07%
8,520
+120
227
$1.19M 0.07%
18,862
-751
228
$1.18M 0.07%
6,749
+14
229
$1.18M 0.07%
9,251
+70
230
$1.17M 0.07%
7,922
+1,282
231
$1.15M 0.07%
84,035
232
$1.15M 0.07%
5,742
-235
233
$1.14M 0.07%
3,182
+12
234
$1.14M 0.07%
10,489
+2
235
$1.13M 0.07%
14,930
+630
236
$1.13M 0.07%
9,828
+23
237
$1.12M 0.07%
17,564
-490
238
$1.12M 0.07%
1,480
-165
239
$1.11M 0.07%
5,530
+61
240
$1.11M 0.07%
+8,737
241
$1.1M 0.07%
17,950
+593
242
$1.1M 0.07%
18,410
+270
243
$1.1M 0.07%
5,975
-10,136
244
$1.09M 0.06%
+15,534
245
$1.08M 0.06%
140,539
+11,224
246
$1.07M 0.06%
+42,900
247
$1.06M 0.06%
28,028
+1,186
248
$1.06M 0.06%
9,990
+1,563
249
$1.05M 0.06%
+4,513
250
$1.05M 0.06%
16,599
+373
8 9
10
11 12