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
$2.03B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.98M
3
+$7.68M
4
F icon
Ford
F
+$4.62M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.88M

Top Sells

1
+$7.06M
2
+$6.59M
3
+$4.27M
4
MOS icon
The Mosaic Company
MOS
+$3.48M
5
ATVI
Activision Blizzard
ATVI
+$3.07M

Sector Composition

1 Technology 25.94%
2 Consumer Discretionary 13.27%
3 Financials 12.41%
4 Industrials 10.8%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$432K 0.02%
2,290
+92
427
$427K 0.02%
1,123
-11,232
428
$426K 0.02%
1,119
+154
429
$425K 0.02%
+5,800
430
$424K 0.02%
1,645
-40
431
$424K 0.02%
15,425
+1,587
432
$424K 0.02%
7,089
+126
433
$422K 0.02%
8,917
+804
434
$422K 0.02%
313
+28
435
$421K 0.02%
+5,764
436
$420K 0.02%
8,174
+378
437
$416K 0.02%
14,248
438
$414K 0.02%
21,810
+8,088
439
$413K 0.02%
1,287
+6
440
$413K 0.02%
7,326
+458
441
$409K 0.02%
1,793
+432
442
$409K 0.02%
1,396
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443
$404K 0.02%
3,519
+1,162
444
$404K 0.02%
19,725
+110
445
$403K 0.02%
10,488
-610
446
$398K 0.02%
12,416
-616
447
$397K 0.02%
3,830
-172
448
$392K 0.02%
1,605
+403
449
$390K 0.02%
6,697
-149
450
$389K 0.02%
29,460
+4,150
16 17
18
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