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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.87M
3
+$4.61M
4
TSLA icon
Tesla
TSLA
+$4.21M
5
SLV icon
iShares Silver Trust
SLV
+$3.08M

Top Sells

1
+$2.74M
2
+$1.94M
3
+$1.78M
4
RF icon
Regions Financial
RF
+$1.78M
5
SHW icon
Sherwin-Williams
SHW
+$1.66M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$636K 0.03%
18,857
-3,089
377
$634K 0.03%
15,405
+5,731
378
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1,703
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379
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+2,817
380
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8,634
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381
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-249
382
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1,147
383
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384
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20,007
385
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9,600
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386
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6,171
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-2,754
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14,813
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389
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+7,436
390
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391
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1,439
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9,541
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396
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59,583
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397
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1,312
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7,416
399
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9,743
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400
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1,530
+79
14 15
16
17 18