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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.3M
3
+$5.66M
4
AMD icon
Advanced Micro Devices
AMD
+$5.41M
5
CCBG icon
Capital City Bank Group
CCBG
+$5.19M

Top Sells

1
+$5.48M
2
+$4.68M
3
+$4.44M
4
GAP
The Gap Inc
GAP
+$4.36M
5
PWR icon
Quanta Services
PWR
+$4.35M

Sector Composition

1 Technology 22.93%
2 Consumer Discretionary 13.31%
3 Industrials 13.03%
4 Financials 12.24%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$437K 0.03%
10,700
-600
402
$436K 0.03%
3,426
-227
403
$432K 0.03%
25,650
404
$431K 0.03%
3,899
+1
405
$430K 0.03%
3,259
+378
406
$423K 0.03%
3,735
-561
407
$417K 0.02%
+16,675
408
$415K 0.02%
+2,759
409
$410K 0.02%
34,566
+16,489
410
$409K 0.02%
4,204
+6
411
$408K 0.02%
10,555
-429
412
$407K 0.02%
6,319
+72
413
$404K 0.02%
4,727
+43
414
$402K 0.02%
20,610
-502
415
$400K 0.02%
4,717
+392
416
$398K 0.02%
1,502
+51
417
$398K 0.02%
4,233
-1,292
418
$397K 0.02%
9,406
-33,390
419
$397K 0.02%
4,745
-4,726
420
$396K 0.02%
11,056
+630
421
$395K 0.02%
+1,289
422
$393K 0.02%
7,041
-663
423
$389K 0.02%
2,929
-775
424
$387K 0.02%
9,924
+1,664
425
$386K 0.02%
1
15 16
17
18 19