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
351
$483K 0.03%
3,422
352
$482K 0.03%
9,573
-499
353
$482K 0.03%
3,704
+90
354
$465K 0.03%
7,704
+1,391
355
$461K 0.03%
6,132
+139
356
$460K 0.03%
5,525
-724
357
$460K 0.03%
15,790
358
$454K 0.03%
12,119
-71
359
$452K 0.03%
14,625
360
$451K 0.03%
13,389
+470
361
$451K 0.03%
14,680
+1,430
362
$447K 0.03%
4,285
-594
363
$444K 0.03%
4,296
-815
364
$444K 0.03%
+8,343
365
$442K 0.03%
4,684
+473
366
$433K 0.03%
12,897
-1,878
367
$432K 0.03%
6,476
+72
368
$431K 0.03%
3,898
-1,163
369
$426K 0.03%
1,451
+286
370
$426K 0.03%
5,454
-102
371
$424K 0.03%
8,405
+404
372
$424K 0.03%
2,422
+805
373
$423K 0.03%
7,258
-1,030
374
$417K 0.03%
5,007
-477
375
$416K 0.03%
21,344
13 14
15
16 17