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
326
$1.57M 0.05%
59,388
+10,870
327
$1.57M 0.05%
5,552
+62
328
$1.56M 0.05%
3,342
+65
329
$1.56M 0.05%
26,568
-2,377
330
$1.56M 0.04%
12,283
+1,245
331
$1.53M 0.04%
14,521
-1,996
332
$1.53M 0.04%
10,509
+257
333
$1.52M 0.04%
3,021
-28
334
$1.5M 0.04%
25,932
+13,110
335
$1.49M 0.04%
30,204
+8,262
336
$1.49M 0.04%
26,150
+10,037
337
$1.48M 0.04%
19,559
+462
338
$1.48M 0.04%
17,462
-200
339
$1.46M 0.04%
23,334
+5,046
340
$1.45M 0.04%
8,294
+1,560
341
$1.44M 0.04%
44,976
+4,179
342
$1.44M 0.04%
+7,618
343
$1.44M 0.04%
19,242
+2,268
344
$1.42M 0.04%
24,203
345
$1.42M 0.04%
20,802
+1,060
346
$1.42M 0.04%
3,775
+52
347
$1.39M 0.04%
7,398
-10,191
348
$1.38M 0.04%
+16,000
349
$1.38M 0.04%
13,853
+107
350
$1.38M 0.04%
8,002
-1,602
12 13
14
15 16