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
251
$2.31M 0.07%
21,840
+11,483
252
$2.27M 0.07%
17,997
-1,282
253
$2.25M 0.06%
13,061
+261
254
$2.25M 0.06%
16,911
+410
255
$2.24M 0.06%
9,094
+199
256
$2.23M 0.06%
27,721
-5,127
257
$2.22M 0.06%
1,133
-11
258
$2.18M 0.06%
18,650
-727
259
$2.16M 0.06%
16,737
-10,904
260
$2.16M 0.06%
+46,318
261
$2.13M 0.06%
21,728
+3,977
262
$2.12M 0.06%
142,306
+101,504
263
$2.12M 0.06%
26,370
-729
264
$2.1M 0.06%
2,872
+649
265
$2.1M 0.06%
115,563
+26,088
266
$2.1M 0.06%
61,041
+100
267
$2.1M 0.06%
39,921
+595
268
$2.08M 0.06%
13,027
+101
269
$2.07M 0.06%
792
+2
270
$2.07M 0.06%
74,200
+3,850
271
$2.06M 0.06%
73,420
+1,221
272
$2.05M 0.06%
29,728
-2,437
273
$2.05M 0.06%
7,488
-176
274
$2.04M 0.06%
39,459
+2,062
275
$2.02M 0.06%
15,365
+770
9 10
11
12 13