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
326
$551K 0.04%
+5,490
327
$540K 0.04%
1,316
-52
328
$539K 0.04%
8,939
+156
329
$536K 0.04%
2,488
+23
330
$534K 0.04%
16,807
+2,139
331
$534K 0.04%
+8,560
332
$532K 0.04%
+19,284
333
$528K 0.04%
34,945
-5,000
334
$528K 0.04%
+11,599
335
$525K 0.04%
3,965
-406
336
$511K 0.03%
18,180
+1,610
337
$511K 0.03%
51,815
+157
338
$507K 0.03%
32,181
+8,547
339
$507K 0.03%
1,323
+131
340
$506K 0.03%
3,179
-1,810
341
$503K 0.03%
10,583
+5,254
342
$498K 0.03%
4,371
+484
343
$497K 0.03%
13,710
+140
344
$496K 0.03%
7,098
+2,020
345
$496K 0.03%
11,699
+1,412
346
$495K 0.03%
3,306
+450
347
$494K 0.03%
29,989
-2,705
348
$493K 0.03%
10,152
+1,645
349
$492K 0.03%
5,368
-214
350
$484K 0.03%
11,449
-1,387
12 13
14
15 16