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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.87M
3
+$4.61M
4
TSLA icon
Tesla
TSLA
+$4.21M
5
SLV icon
iShares Silver Trust
SLV
+$3.08M

Top Sells

1
+$2.74M
2
+$1.94M
3
+$1.78M
4
RF icon
Regions Financial
RF
+$1.78M
5
SHW icon
Sherwin-Williams
SHW
+$1.66M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$348K 0.02%
2,291
-29
502
$347K 0.02%
443
-98
503
$343K 0.02%
5,960
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504
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505
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506
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19,344
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507
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508
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509
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511
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512
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513
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951
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514
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10,076
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515
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516
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8,244
519
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14,330
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5,139
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1,548
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3,822
524
$309K 0.01%
4,446
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525
$305K 0.01%
14,070
+20
19 20
21
22 23