IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.47B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.7M
3
+$11.2M
4
PLTR icon
Palantir
PLTR
+$6.41M
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$5.62M

Top Sells

1
+$8.04M
2
+$6.38M
3
+$4.45M
4
MSFT icon
Microsoft
MSFT
+$4.16M
5
POWL icon
Powell Industries
POWL
+$3.75M

Sector Composition

1 Technology 30.37%
2 Financials 16.27%
3 Consumer Discretionary 9.58%
4 Industrials 7.78%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.57M 0.07%
12,075
+2,412
227
$2.51M 0.07%
222,678
-3,817
228
$2.5M 0.07%
182,795
-4,651
229
$2.49M 0.07%
42,660
+1,599
230
$2.48M 0.07%
5,681
-149
231
$2.48M 0.07%
+13,731
232
$2.47M 0.07%
5,826
+236
233
$2.47M 0.07%
50,366
-3,288
234
$2.46M 0.07%
47,813
-18,162
235
$2.46M 0.07%
100,982
-1,841
236
$2.45M 0.07%
21,406
-11,457
237
$2.45M 0.07%
23,403
-11,505
238
$2.43M 0.07%
29,164
-360
239
$2.41M 0.07%
4,709
+305
240
$2.41M 0.07%
33,610
+186
241
$2.41M 0.07%
348,738
+1,625
242
$2.4M 0.07%
47,704
-18,688
243
$2.39M 0.07%
22,984
+658
244
$2.39M 0.07%
73,344
-3,417
245
$2.38M 0.07%
24,677
-912
246
$2.38M 0.07%
29,861
-18,459
247
$2.38M 0.07%
+156,601
248
$2.35M 0.07%
13,357
+102
249
$2.34M 0.07%
140,091
-35,857
250
$2.32M 0.07%
24,316
+5,537
8 9
10
11 12