IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.25M
3
+$6.33M
4
HON icon
Honeywell
HON
+$6.31M
5
ANET icon
Arista Networks
ANET
+$6.29M

Top Sells

1
+$7.85M
2
+$3.95M
3
+$3.44M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.31M
5
MKTX icon
MarketAxess Holdings
MKTX
+$2.88M

Sector Composition

1 Technology 25.86%
2 Consumer Discretionary 14.13%
3 Industrials 11.49%
4 Consumer Staples 10.16%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
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