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
501
$210K 0.01%
+3,959
502
$209K 0.01%
+1,092
503
$209K 0.01%
952
-4,271
504
$208K 0.01%
+1,355
505
$208K 0.01%
2,165
-46
506
$208K 0.01%
18,077
+1,990
507
$206K 0.01%
24,012
+1,636
508
$205K 0.01%
13,799
-2,038
509
$203K 0.01%
+3,006
510
$202K 0.01%
+7,300
511
$202K 0.01%
4,668
-20,379
512
$201K 0.01%
9,944
-18,588
513
$200K 0.01%
+5,086
514
$193K 0.01%
73,450
-9,000
515
$191K 0.01%
18,000
-56
516
$172K 0.01%
24,685
-33,460
517
$167K 0.01%
33,842
+1,854
518
$152K 0.01%
11,750
519
$140K 0.01%
36,543
-4,950
520
$136K 0.01%
69,299
-7,706
521
$130K 0.01%
15,726
-725
522
$130K 0.01%
+10,305
523
$114K 0.01%
1,797
-1,241
524
$111K 0.01%
24,900
-5,951
525
$100K 0.01%
10,370
+150
19 20
21
22 23