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
351
$1.36M 0.04%
3,507
-45
352
$1.35M 0.04%
1,296
-216
353
$1.32M 0.04%
4,894
-18
354
$1.32M 0.04%
1,983
+1,051
355
$1.31M 0.04%
51,507
+3,933
356
$1.31M 0.04%
61,558
+2,908
357
$1.3M 0.04%
54,759
-7,558
358
$1.3M 0.04%
8,774
+1,155
359
$1.3M 0.04%
2,909
+81
360
$1.28M 0.04%
346
+42
361
$1.28M 0.04%
69,889
+320
362
$1.28M 0.04%
7,570
+48
363
$1.27M 0.04%
108,046
-33,048
364
$1.27M 0.04%
5,804
-420
365
$1.26M 0.04%
18,077
+149
366
$1.23M 0.04%
17,839
-842
367
$1.23M 0.04%
+43,903
368
$1.23M 0.04%
11,256
-1,867
369
$1.22M 0.04%
10,252
+580
370
$1.22M 0.04%
19,402
+423
371
$1.22M 0.04%
8,374
-1,413
372
$1.21M 0.03%
9,149
+288
373
$1.21M 0.03%
21,195
+4,716
374
$1.19M 0.03%
4,543
+2,002
375
$1.19M 0.03%
12,859
+83
13 14
15
16 17