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
301
$1.81M 0.05%
16,862
-1,149
302
$1.8M 0.05%
+40,736
303
$1.79M 0.05%
11,655
-1,314
304
$1.79M 0.05%
19,509
-10,289
305
$1.77M 0.05%
5,535
+1,359
306
$1.77M 0.05%
28,545
-987
307
$1.76M 0.05%
13,073
-357
308
$1.75M 0.05%
32,243
-87
309
$1.74M 0.05%
3,969
+427
310
$1.73M 0.05%
35,560
+9,750
311
$1.73M 0.05%
17,520
+10,340
312
$1.72M 0.05%
76,844
-34,063
313
$1.71M 0.05%
5,527
+31
314
$1.71M 0.05%
19,083
+13,167
315
$1.68M 0.05%
88,421
-2,706
316
$1.67M 0.05%
23,746
+5,184
317
$1.66M 0.05%
39,378
+1,700
318
$1.65M 0.05%
13,725
-378
319
$1.64M 0.05%
14,866
+2,735
320
$1.62M 0.05%
7,448
+4,333
321
$1.62M 0.05%
47,688
+23,578
322
$1.61M 0.05%
6,637
+1,088
323
$1.6M 0.05%
+40,721
324
$1.59M 0.05%
+33,185
325
$1.58M 0.05%
38,351
-1,065
11 12
13
14 15