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
426
$2.78M 0.04%
27,914
+145
427
$2.76M 0.04%
+29,906
428
$2.76M 0.04%
24,391
+4,603
429
$2.75M 0.04%
+52,132
430
$2.75M 0.04%
+79,136
431
$2.74M 0.04%
5,140
+367
432
$2.73M 0.04%
8,312
+3,237
433
$2.73M 0.04%
28,149
+10,268
434
$2.73M 0.04%
120,318
-144
435
$2.73M 0.04%
29,588
+79
436
$2.73M 0.04%
24,955
+1,589
437
$2.73M 0.04%
84,488
-23,469
438
$2.72M 0.04%
+55,469
439
$2.71M 0.04%
+39,985
440
$2.7M 0.04%
+75,714
441
$2.7M 0.04%
+40,776
442
$2.65M 0.04%
+68,561
443
$2.64M 0.04%
+55,150
444
$2.61M 0.03%
85,975
+339
445
$2.6M 0.03%
33,941
+941
446
$2.6M 0.03%
35,930
+12,020
447
$2.59M 0.03%
54,581
-1,405
448
$2.58M 0.03%
+21,626
449
$2.57M 0.03%
+31,294
450
$2.54M 0.03%
34,349
-5,861
16 17
18
19 20