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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.3M
3
+$5.66M
4
AMD icon
Advanced Micro Devices
AMD
+$5.41M
5
CCBG icon
Capital City Bank Group
CCBG
+$5.19M

Top Sells

1
+$5.48M
2
+$4.68M
3
+$4.44M
4
GAP
The Gap Inc
GAP
+$4.36M
5
PWR icon
Quanta Services
PWR
+$4.35M

Sector Composition

1 Technology 22.93%
2 Consumer Discretionary 13.31%
3 Industrials 13.03%
4 Financials 12.24%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$317K 0.02%
7,803
-3,646
477
$316K 0.02%
3,559
-2,812
478
$310K 0.02%
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479
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480
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-8
481
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482
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483
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484
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485
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486
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487
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488
$292K 0.02%
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489
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490
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491
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494
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495
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496
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11,715
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+31,536
498
$274K 0.02%
1,898
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499
$273K 0.02%
2,261
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500
$272K 0.02%
674
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18 19
20
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