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
276
$2.01M 0.06%
27,901
-4,099
277
$2.01M 0.06%
22,002
+1,380
278
$2.01M 0.06%
40,896
+26,228
279
$1.99M 0.06%
25,087
-1,088
280
$1.99M 0.06%
15,354
+607
281
$1.97M 0.06%
7,705
+429
282
$1.97M 0.06%
56,983
+100
283
$1.97M 0.06%
3,477
+168
284
$1.94M 0.06%
5,930
+299
285
$1.93M 0.06%
5,847
+41
286
$1.93M 0.06%
8,490
-284
287
$1.92M 0.06%
24,833
+4,628
288
$1.92M 0.06%
21,587
+9,323
289
$1.91M 0.06%
47,427
+2,442
290
$1.91M 0.06%
23,402
+665
291
$1.91M 0.06%
+37,390
292
$1.91M 0.06%
+6,840
293
$1.91M 0.05%
45,358
+7,300
294
$1.88M 0.05%
35,900
+8,134
295
$1.87M 0.05%
37,940
-5,348
296
$1.86M 0.05%
61,495
-56
297
$1.84M 0.05%
193,993
+5,474
298
$1.83M 0.05%
6,631
+4,685
299
$1.83M 0.05%
+14,424
300
$1.82M 0.05%
34,513
-3,049
10 11
12
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