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
276
$728K 0.05%
17,480
+84
277
$725K 0.05%
13,000
278
$714K 0.05%
3,843
+59
279
$706K 0.05%
14,394
+1,559
280
$705K 0.05%
41,133
+6,850
281
$705K 0.05%
15,323
-599
282
$702K 0.05%
2,874
+438
283
$695K 0.05%
+1,210
284
$694K 0.05%
5,324
-28,723
285
$687K 0.05%
10,017
+1,671
286
$684K 0.05%
1,512
+17
287
$682K 0.05%
2,015
+69
288
$679K 0.05%
18,715
+1,282
289
$678K 0.05%
7,227
-44,883
290
$675K 0.05%
7,935
-587
291
$675K 0.05%
7,721
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292
$673K 0.05%
14,446
+4,334
293
$654K 0.04%
2,915
-57
294
$647K 0.04%
11,079
+1,059
295
$645K 0.04%
8,037
-373
296
$639K 0.04%
7,386
+786
297
$636K 0.04%
4,479
+72
298
$635K 0.04%
4,424
+66
299
$634K 0.04%
2,236
+43
300
$634K 0.04%
5,502
+36
10 11
12
13 14