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
$7.55B
AUM Growth
+$4.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,387
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$139M
3
+$138M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$125M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$120M

Top Sells

1
+$7.09M
2
+$5.97M
3
+$4.94M
4
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$2.8M
5
ABCB icon
Ameris Bancorp
ABCB
+$2.7M

Sector Composition

1 Technology 12.54%
2 Financials 6.77%
3 Consumer Discretionary 4.61%
4 Industrials 3.28%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.07M 0.03%
7,364
-800
502
$2.06M 0.03%
+136,817
503
$2.06M 0.03%
+17,438
504
$2.05M 0.03%
20,467
+2,216
505
$2.05M 0.03%
+22,185
506
$2.05M 0.03%
8,827
+1,692
507
$2.05M 0.03%
+76,102
508
$2.04M 0.03%
+64,004
509
$2.04M 0.03%
21,724
+387
510
$2.04M 0.03%
33,382
-718
511
$2.04M 0.03%
20,502
+13,039
512
$2.03M 0.03%
+19,187
513
$2M 0.03%
+16,149
514
$2M 0.03%
69,027
+58,796
515
$2M 0.03%
+51,689
516
$1.98M 0.03%
+367,744
517
$1.96M 0.03%
+21,450
518
$1.95M 0.03%
+21,654
519
$1.94M 0.03%
+21,782
520
$1.94M 0.03%
+34,960
521
$1.94M 0.03%
+19,214
522
$1.93M 0.03%
+95,061
523
$1.93M 0.03%
55,759
-131
524
$1.9M 0.03%
+60,677
525
$1.88M 0.02%
+61,594
19 20
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