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
426
$962K 0.03%
45,947
+281
427
$961K 0.03%
13,775
+2,801
428
$956K 0.03%
14,326
-88
429
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3,086
-110
430
$944K 0.03%
21,741
+843
431
$940K 0.03%
4,952
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432
$937K 0.03%
42,389
+10,976
433
$935K 0.03%
32,486
+8,948
434
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3,919
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435
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22,989
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436
$918K 0.03%
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+1,535
437
$912K 0.03%
8,879
+2,992
438
$905K 0.03%
6,837
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439
$902K 0.03%
37,827
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440
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12,050
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4,308
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442
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443
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22,492
444
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12,955
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445
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10,215
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446
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45,560
+10,075
447
$853K 0.02%
34,917
+8,222
448
$850K 0.02%
9,202
+2,089
449
$840K 0.02%
22,606
+2,392
450
$830K 0.02%
4,086
-88
16 17
18
19 20