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
$7.55B
AUM Growth
+$4.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,387
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$139M
3
+$138M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$125M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$120M

Top Sells

1
+$7.09M
2
+$5.97M
3
+$4.94M
4
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$2.8M
5
ABCB icon
Ameris Bancorp
ABCB
+$2.7M

Sector Composition

1 Technology 12.54%
2 Financials 6.77%
3 Consumer Discretionary 4.61%
4 Industrials 3.28%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.55M 0.05%
+22,249
352
$3.52M 0.05%
+90,094
353
$3.5M 0.05%
11,073
+864
354
$3.49M 0.05%
18,867
+17,581
355
$3.46M 0.05%
+67,930
356
$3.42M 0.05%
17,734
+1,779
357
$3.42M 0.05%
12,415
+1,317
358
$3.41M 0.05%
18,157
+121
359
$3.4M 0.05%
+51,423
360
$3.39M 0.05%
+92,271
361
$3.39M 0.04%
+25,813
362
$3.38M 0.04%
26,182
+2,751
363
$3.38M 0.04%
+78,660
364
$3.3M 0.04%
+69,683
365
$3.29M 0.04%
29,780
+13,582
366
$3.29M 0.04%
+63,228
367
$3.28M 0.04%
28,092
+8,098
368
$3.28M 0.04%
+26,551
369
$3.28M 0.04%
+29,743
370
$3.27M 0.04%
35,463
+5,603
371
$3.26M 0.04%
6,940
+1,096
372
$3.25M 0.04%
53,662
+15,009
373
$3.24M 0.04%
+62,363
374
$3.22M 0.04%
+55,549
375
$3.21M 0.04%
53,749
+1,349
13 14
15
16 17