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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.3M
3
+$5.66M
4
AMD icon
Advanced Micro Devices
AMD
+$5.41M
5
CCBG icon
Capital City Bank Group
CCBG
+$5.19M

Top Sells

1
+$5.48M
2
+$4.68M
3
+$4.44M
4
GAP
The Gap Inc
GAP
+$4.36M
5
PWR icon
Quanta Services
PWR
+$4.35M

Sector Composition

1 Technology 22.93%
2 Consumer Discretionary 13.31%
3 Industrials 13.03%
4 Financials 12.24%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$386K 0.02%
1
427
$383K 0.02%
10,375
+500
428
$381K 0.02%
2,971
-54
429
$381K 0.02%
6,619
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430
$380K 0.02%
1,151
+106
431
$380K 0.02%
56,535
+7,250
432
$377K 0.02%
9,606
-1,635
433
$374K 0.02%
20,155
-623
434
$374K 0.02%
1,340
+2
435
$372K 0.02%
+3,791
436
$371K 0.02%
7,963
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437
$371K 0.02%
3,074
438
$369K 0.02%
3,880
-139
439
$369K 0.02%
14,680
440
$368K 0.02%
6,430
-46
441
$365K 0.02%
+9,000
442
$364K 0.02%
1,302
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443
$363K 0.02%
34,498
+4,379
444
$361K 0.02%
19,830
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445
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+7,135
446
$360K 0.02%
5,010
447
$358K 0.02%
2,344
-57
448
$358K 0.02%
7,680
449
$356K 0.02%
1,551
+772
450
$356K 0.02%
14,965
+4,448
16 17
18
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