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
401
$575K 0.03%
6,833
-1,275
402
$575K 0.03%
1,200
403
$572K 0.03%
65,034
+2
404
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3,975
-596
405
$560K 0.02%
19,695
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406
$551K 0.02%
4,834
-184
407
$549K 0.02%
7,546
-994
408
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11,549
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409
$545K 0.02%
18,488
-1,478
410
$537K 0.02%
4,769
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411
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+13,898
412
$533K 0.02%
8,008
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413
$531K 0.02%
10,679
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414
$527K 0.02%
2,623
-1,345
415
$527K 0.02%
14,784
+2,521
416
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6,200
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417
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19,736
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418
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1,849
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419
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5,613
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420
$511K 0.02%
3,675
+35
421
$508K 0.02%
10,724
-1,164
422
$508K 0.02%
13,947
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423
$507K 0.02%
6,584
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424
$506K 0.02%
8,829
+196
425
$504K 0.02%
14,390
+756
15 16
17
18 19