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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.87M
3
+$4.61M
4
TSLA icon
Tesla
TSLA
+$4.21M
5
SLV icon
iShares Silver Trust
SLV
+$3.08M

Top Sells

1
+$2.74M
2
+$1.94M
3
+$1.78M
4
RF icon
Regions Financial
RF
+$1.78M
5
SHW icon
Sherwin-Williams
SHW
+$1.66M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$438K 0.02%
+4,916
452
$434K 0.02%
4,306
-194
453
$434K 0.02%
2,587
+120
454
$434K 0.02%
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-371
455
$433K 0.02%
6,769
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456
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4,645
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457
$423K 0.02%
2,166
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458
$422K 0.02%
366
459
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5,106
-151
460
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9,613
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461
$412K 0.02%
4,311
-162
462
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463
$410K 0.02%
5,697
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1,748
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465
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466
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9,877
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38,793
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471
$398K 0.02%
7,000
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$397K 0.02%
2,665
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$396K 0.02%
4,902
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474
$395K 0.02%
2,296
+181
475
$390K 0.02%
6,279
+65
17 18
19
20 21