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
501
$272K 0.02%
674
-114
502
$270K 0.02%
2,095
-1,082
503
$269K 0.02%
1,773
504
$269K 0.02%
+6,184
505
$266K 0.02%
7,486
-100
506
$264K 0.02%
+6,470
507
$264K 0.02%
3,601
-2,907
508
$263K 0.02%
+3,802
509
$263K 0.02%
+430
510
$263K 0.02%
5,440
-315
511
$258K 0.02%
+3,155
512
$257K 0.02%
2,022
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513
$253K 0.02%
8,750
514
$253K 0.02%
372
+24
515
$253K 0.02%
4,251
+93
516
$252K 0.01%
1,532
-49
517
$252K 0.01%
6,585
-115
518
$251K 0.01%
+6,860
519
$249K 0.01%
5,016
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520
$249K 0.01%
1,028
-2,582
521
$248K 0.01%
+1,741
522
$245K 0.01%
10,811
-2,437
523
$245K 0.01%
2,683
+125
524
$244K 0.01%
+5,331
525
$243K 0.01%
2,833
+237
19 20
21
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