IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
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
+$6.63M
2
+$6.38M
3
+$5.25M
4
ADSK icon
Autodesk
ADSK
+$5.14M
5
GAP
The Gap Inc
GAP
+$4.53M

Top Sells

1
+$8.51M
2
+$5.7M
3
+$5.04M
4
HD icon
Home Depot
HD
+$4.95M
5
BRO icon
Brown & Brown
BRO
+$4.81M

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%
8,259
-741
402
$380K 0.03%
6,371
-17
403
$375K 0.03%
+2,401
404
$374K 0.03%
3,074
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405
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9,885
-5,789
406
$364K 0.02%
4,019
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407
$361K 0.02%
3,653
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408
$361K 0.02%
3,025
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409
$354K 0.02%
10,426
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410
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1
411
$347K 0.02%
2,354
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412
$346K 0.02%
6,940
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413
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414
$343K 0.02%
8,856
+394
415
$341K 0.02%
2,881
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416
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3,094
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417
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418
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419
$327K 0.02%
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420
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11,370
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421
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1,324
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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