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
401
$380K 0.03%
6,371
-17
402
$380K 0.03%
8,259
-741
403
$375K 0.03%
+2,401
404
$374K 0.03%
3,074
+43
405
$367K 0.02%
9,885
-5,789
406
$364K 0.02%
4,019
+234
407
$361K 0.02%
3,025
+208
408
$361K 0.02%
3,653
+44
409
$354K 0.02%
10,426
-655
410
$348K 0.02%
1
411
$347K 0.02%
2,354
-102
412
$346K 0.02%
6,940
+34
413
$344K 0.02%
+11,957
414
$343K 0.02%
8,856
+394
415
$341K 0.02%
2,881
+454
416
$340K 0.02%
3,094
+62
417
$340K 0.02%
788
+34
418
$334K 0.02%
1,338
+82
419
$327K 0.02%
+8,500
420
$327K 0.02%
11,370
-1,412
421
$324K 0.02%
1,324
+377
422
$322K 0.02%
1,841
-283
423
$321K 0.02%
21,112
+549
424
$319K 0.02%
10,833
+2,324
425
$318K 0.02%
2,070
-20
15 16
17
18 19