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
301
$633K 0.04%
10,855
+194
302
$631K 0.04%
20,735
303
$625K 0.04%
26,006
-1,000
304
$623K 0.04%
2,321
+34
305
$623K 0.04%
4,621
-45
306
$618K 0.04%
8,824
-2,115
307
$618K 0.04%
14,785
+1,065
308
$613K 0.04%
7,321
+396
309
$612K 0.04%
44,744
+11,173
310
$612K 0.04%
5,900
+93
311
$606K 0.04%
4,544
+185
312
$604K 0.04%
16,765
+3,240
313
$603K 0.04%
76,047
+5,585
314
$601K 0.04%
12,012
-24,875
315
$601K 0.04%
3,975
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316
$599K 0.04%
17,734
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317
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35,774
+7,288
318
$587K 0.04%
14,710
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319
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6,737
+372
320
$578K 0.04%
7,047
+1,560
321
$570K 0.04%
6,170
+100
322
$570K 0.04%
6,168
+812
323
$565K 0.04%
5,740
+360
324
$563K 0.04%
13,429
-161
325
$560K 0.04%
6,097
+3,312
11 12
13
14 15