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
251
$800K 0.05%
13,500
+360
252
$799K 0.05%
129,315
-11,403
253
$795K 0.05%
3,992
+115
254
$788K 0.05%
9,195
+213
255
$788K 0.05%
+42,066
256
$786K 0.05%
30,669
-2,811
257
$783K 0.05%
38,152
-4,920
258
$777K 0.05%
5,258
+686
259
$776K 0.05%
11,369
-1,742
260
$771K 0.05%
16,271
-104,551
261
$771K 0.05%
9,471
+4,103
262
$768K 0.05%
5,901
-33,571
263
$767K 0.05%
8,445
+4,631
264
$764K 0.05%
31,278
-2,540
265
$761K 0.05%
25,265
-439
266
$759K 0.05%
6,075
+916
267
$754K 0.05%
1,901
+147
268
$752K 0.05%
3,610
+1,245
269
$741K 0.05%
34,197
+1,900
270
$741K 0.05%
18,630
-26
271
$735K 0.05%
4,190
+1,126
272
$734K 0.05%
4,529
-28,355
273
$734K 0.05%
5,059
-7
274
$733K 0.05%
1,889
-31
275
$732K 0.05%
1,501
+420
9 10
11
12 13