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
$1.47B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.96M
3
+$5.49M
4
MSFT icon
Microsoft
MSFT
+$5.43M
5
FCX icon
Freeport-McMoran
FCX
+$4.89M

Top Sells

1
+$8.69M
2
+$5.56M
3
+$5.11M
4
BRO icon
Brown & Brown
BRO
+$4.95M
5
HD icon
Home Depot
HD
+$4.78M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 13.58%
3 Industrials 12.19%
4 Financials 10.36%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$317K 0.02%
20,910
-3,066
427
$316K 0.02%
4,956
+638
428
$310K 0.02%
+15,866
429
$310K 0.02%
5,179
-6,203
430
$310K 0.02%
3,929
-1,100
431
$307K 0.02%
1,211
432
$303K 0.02%
9,885
-1,797
433
$302K 0.02%
+6,414
434
$297K 0.02%
+6,673
435
$297K 0.02%
21,658
+5,922
436
$292K 0.02%
15,034
-2,609
437
$287K 0.02%
13,248
-1,771
438
$286K 0.02%
+2,572
439
$285K 0.02%
16,464
-67
440
$284K 0.02%
2,500
441
$281K 0.02%
+11,061
442
$280K 0.02%
6,700
+1,075
443
$277K 0.02%
2,132
+1
444
$277K 0.02%
9,330
-1,185
445
$273K 0.02%
+11,950
446
$272K 0.02%
4,415
-488
447
$271K 0.02%
1,045
-11
448
$270K 0.02%
+12,218
449
$270K 0.02%
3,734
-500
450
$267K 0.02%
1,611
+160
16 17
18
19 20