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
$3.47B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.7M
3
+$11.2M
4
PLTR icon
Palantir
PLTR
+$6.41M
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$5.62M

Top Sells

1
+$8.04M
2
+$6.38M
3
+$4.45M
4
MSFT icon
Microsoft
MSFT
+$4.16M
5
POWL icon
Powell Industries
POWL
+$3.75M

Sector Composition

1 Technology 30.37%
2 Financials 16.27%
3 Consumer Discretionary 9.58%
4 Industrials 7.78%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$745K 0.02%
3,057
+497
477
$744K 0.02%
+33,435
478
$744K 0.02%
112,665
+55,000
479
$741K 0.02%
5,791
-35
480
$741K 0.02%
2,526
+729
481
$741K 0.02%
10,967
+4,568
482
$740K 0.02%
10,863
+241
483
$738K 0.02%
12,654
+4,014
484
$737K 0.02%
80,225
-925
485
$733K 0.02%
79,772
+50,858
486
$732K 0.02%
8,803
+85
487
$732K 0.02%
8,042
+1,263
488
$732K 0.02%
70,154
-3,341
489
$732K 0.02%
29,242
-5,583
490
$724K 0.02%
16,396
+1,783
491
$718K 0.02%
6,992
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492
$704K 0.02%
20,000
-1,600
493
$702K 0.02%
1,770
+11
494
$702K 0.02%
2,087
+2
495
$698K 0.02%
10,968
+64
496
$695K 0.02%
7,019
+2,063
497
$695K 0.02%
6,049
+52
498
$692K 0.02%
5,149
-1,325
499
$689K 0.02%
26,995
500
$688K 0.02%
+5,101
18 19
20
21 22