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
451
$388K 0.02%
4,706
-76
452
$388K 0.02%
3,247
+32
453
$387K 0.02%
14,664
+384
454
$386K 0.02%
1,264
+1
455
$386K 0.02%
4,585
-2,366
456
$385K 0.02%
21,559
+1,771
457
$384K 0.02%
5,506
-6,130
458
$383K 0.02%
5,854
-371
459
$381K 0.02%
6,149
-311
460
$377K 0.02%
6,223
+366
461
$377K 0.02%
+1,918
462
$376K 0.02%
4,118
+503
463
$374K 0.02%
3,175
+187
464
$371K 0.02%
13,610
+3,533
465
$370K 0.02%
944
+102
466
$370K 0.02%
3,632
-37
467
$368K 0.02%
7,930
-102
468
$368K 0.02%
+7,220
469
$368K 0.02%
12,422
+291
470
$367K 0.02%
14,100
-9,914
471
$366K 0.02%
3,844
-10
472
$365K 0.02%
12,136
-8,529
473
$364K 0.02%
6,171
+460
474
$364K 0.02%
1,386
+115
475
$359K 0.02%
+5,562
17 18
19
20 21