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
451
$264K 0.02%
+20,778
452
$262K 0.02%
+11,112
453
$261K 0.02%
3,557
+274
454
$261K 0.02%
4,751
+4
455
$261K 0.02%
5,755
-1,090
456
$260K 0.02%
+6,508
457
$260K 0.02%
+2,089
458
$260K 0.02%
4,189
-590
459
$258K 0.02%
6,427
-1,019
460
$257K 0.02%
+1,043
461
$257K 0.02%
3,552
-10,656
462
$255K 0.02%
3,992
-11,256
463
$255K 0.02%
+7,995
464
$255K 0.02%
1,081
-50
465
$254K 0.02%
+30,119
466
$254K 0.02%
7,586
-840
467
$253K 0.02%
5,817
-1,550
468
$252K 0.02%
+12,774
469
$251K 0.02%
+1,581
470
$251K 0.02%
49,285
-1,715
471
$251K 0.02%
+1,207
472
$250K 0.02%
7,680
+201
473
$249K 0.02%
348
+63
474
$249K 0.02%
17,055
-3,873
475
$242K 0.02%
1,773
+5
17 18
19
20 21