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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.3M
3
+$5.66M
4
AMD icon
Advanced Micro Devices
AMD
+$5.41M
5
CCBG icon
Capital City Bank Group
CCBG
+$5.19M

Top Sells

1
+$5.48M
2
+$4.68M
3
+$4.44M
4
GAP
The Gap Inc
GAP
+$4.36M
5
PWR icon
Quanta Services
PWR
+$4.35M

Sector Composition

1 Technology 22.93%
2 Consumer Discretionary 13.31%
3 Industrials 13.03%
4 Financials 12.24%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$544K 0.03%
3,959
-16
352
$543K 0.03%
+14,291
353
$543K 0.03%
10,390
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354
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3,846
+3
356
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10,884
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357
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2,324
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359
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4,428
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360
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361
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2,455
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362
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363
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11,251
-2,178
364
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6,173
+1,166
365
$523K 0.03%
5,454
366
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3,337
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367
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369
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370
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6,190
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372
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6,288
-2,055
373
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13,707
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374
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1,567
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375
$501K 0.03%
8,356
+232
13 14
15
16 17