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
$7.55B
AUM Growth
+$4.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,387
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$139M
3
+$138M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$125M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$120M

Top Sells

1
+$7.09M
2
+$5.97M
3
+$4.94M
4
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$2.8M
5
ABCB icon
Ameris Bancorp
ABCB
+$2.7M

Sector Composition

1 Technology 12.54%
2 Financials 6.77%
3 Consumer Discretionary 4.61%
4 Industrials 3.28%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.99M 0.04%
+58,741
402
$2.98M 0.04%
107,603
+94,643
403
$2.97M 0.04%
32,128
+8,398
404
$2.96M 0.04%
+57,536
405
$2.96M 0.04%
+59,448
406
$2.96M 0.04%
+37,752
407
$2.96M 0.04%
112,390
+2,334
408
$2.96M 0.04%
113,367
+100,872
409
$2.95M 0.04%
33,298
+749
410
$2.95M 0.04%
+21,309
411
$2.95M 0.04%
35,742
+1,784
412
$2.93M 0.04%
+179,574
413
$2.93M 0.04%
8,149
+1,325
414
$2.91M 0.04%
+127,367
415
$2.9M 0.04%
106,020
+25,440
416
$2.9M 0.04%
189,583
-7,066
417
$2.89M 0.04%
+38,229
418
$2.89M 0.04%
+25,156
419
$2.84M 0.04%
+128,159
420
$2.84M 0.04%
31,187
+2,898
421
$2.8M 0.04%
+27,208
422
$2.8M 0.04%
+74,261
423
$2.79M 0.04%
13,346
-3,430
424
$2.79M 0.04%
+16,526
425
$2.78M 0.04%
57,831
+1,694
15 16
17
18 19