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
476
$242K 0.02%
3,338
477
$241K 0.02%
+9,875
478
$240K 0.02%
+1,332
479
$240K 0.02%
1,897
-52
480
$238K 0.02%
+10,517
481
$238K 0.02%
1,797
+232
482
$234K 0.02%
+2,596
483
$233K 0.02%
8,750
-800
484
$232K 0.02%
10,713
485
$231K 0.02%
4,158
-461
486
$227K 0.02%
+2,558
487
$226K 0.02%
+5,469
488
$225K 0.02%
2,815
+17
489
$225K 0.02%
+2,603
490
$222K 0.02%
+12,866
491
$220K 0.01%
+1,138
492
$219K 0.01%
+8,113
493
$219K 0.01%
+779
494
$218K 0.01%
+5,362
495
$216K 0.01%
+1,177
496
$215K 0.01%
+2,977
497
$213K 0.01%
+6,150
498
$212K 0.01%
+7,951
499
$211K 0.01%
1,768
-617
500
$210K 0.01%
+5,400
18 19
20
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