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
$2.03B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.98M
3
+$7.68M
4
F icon
Ford
F
+$4.62M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.88M

Top Sells

1
+$7.06M
2
+$6.59M
3
+$4.27M
4
MOS icon
The Mosaic Company
MOS
+$3.48M
5
ATVI
Activision Blizzard
ATVI
+$3.07M

Sector Composition

1 Technology 25.94%
2 Consumer Discretionary 13.27%
3 Financials 12.41%
4 Industrials 10.8%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$489K 0.02%
15,018
-2,945
402
$488K 0.02%
+7,113
403
$488K 0.02%
13,816
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404
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2,194
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405
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10,254
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406
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26,149
+3,064
407
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4,274
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408
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10,808
-422
409
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2,689
410
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3,841
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411
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9,276
-5,898
412
$462K 0.02%
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413
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1,982
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414
$455K 0.02%
8,462
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415
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536
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416
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5,194
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32,195
418
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6,617
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419
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1
420
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4,841
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421
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72,129
+8,319
422
$443K 0.02%
+18,729
423
$439K 0.02%
10,762
+216
424
$437K 0.02%
10,077
-1,149
425
$434K 0.02%
11,601
-46,342
15 16
17
18 19