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
$3.47B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.7M
3
+$11.2M
4
PLTR icon
Palantir
PLTR
+$6.41M
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$5.62M

Top Sells

1
+$8.04M
2
+$6.38M
3
+$4.45M
4
MSFT icon
Microsoft
MSFT
+$4.16M
5
POWL icon
Powell Industries
POWL
+$3.75M

Sector Composition

1 Technology 30.37%
2 Financials 16.27%
3 Consumer Discretionary 9.58%
4 Industrials 7.78%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.08M 0.03%
22,093
+2,746
402
$1.07M 0.03%
4,909
+28
403
$1.07M 0.03%
25,173
+4,136
404
$1.07M 0.03%
8,126
-935
405
$1.07M 0.03%
19,627
+2,440
406
$1.06M 0.03%
31,397
-4,503
407
$1.06M 0.03%
2,775
+163
408
$1.06M 0.03%
9,555
+553
409
$1.06M 0.03%
25,941
-1,695
410
$1.05M 0.03%
9,287
-3,756
411
$1.05M 0.03%
+23,130
412
$1.04M 0.03%
9,144
+5,462
413
$1.04M 0.03%
40,435
-1,117
414
$1.04M 0.03%
8,082
+758
415
$1.04M 0.03%
22,237
-556
416
$1.04M 0.03%
18,058
-1,876
417
$1.03M 0.03%
6,463
-553
418
$1.02M 0.03%
21,651
+1,873
419
$1.01M 0.03%
33,446
-1,358
420
$1.01M 0.03%
12,756
+2,249
421
$1M 0.03%
92,440
-12,094
422
$991K 0.03%
17,006
+2,614
423
$987K 0.03%
10,302
+792
424
$981K 0.03%
74,998
+1,511
425
$974K 0.03%
32,551
+2,936
15 16
17
18 19