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
26
$12.4M 0.84%
87,596
+5,622
27
$11.8M 0.8%
80,847
+2,278
28
$11.2M 0.76%
66,293
+3,986
29
$11M 0.75%
103,005
+7,259
30
$11M 0.75%
51,706
+15
31
$11M 0.75%
60,337
+2,268
32
$9.96M 0.68%
169,606
+6,411
33
$9.96M 0.68%
85,007
+2,467
34
$9.68M 0.66%
445,408
-195,216
35
$9.54M 0.65%
25,334
+1,279
36
$9.47M 0.64%
725,200
-426,120
37
$9.31M 0.63%
60,482
+1,048
38
$8.86M 0.6%
487,600
+29,936
39
$8.69M 0.59%
61,915
+310
40
$8.56M 0.58%
183,668
+7,597
41
$8.38M 0.57%
76,565
+4,056
42
$8.11M 0.55%
34,629
-13,165
43
$8.02M 0.54%
38,516
+451
44
$7.82M 0.53%
212,340
-108,824
45
$7.73M 0.52%
34,754
+435
46
$7.66M 0.52%
64,971
-336
47
$7.51M 0.51%
33,807
+783
48
$7.51M 0.51%
288,501
+187,894
49
$7.4M 0.5%
41,479
-28,627
50
$7.37M 0.5%
21,019
+925
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