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
$3.47B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.7M
3
+$11.2M
4
PLTR icon
Palantir
PLTR
+$6.41M
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$5.62M

Top Sells

1
+$8.04M
2
+$6.38M
3
+$4.45M
4
MSFT icon
Microsoft
MSFT
+$4.16M
5
POWL icon
Powell Industries
POWL
+$3.75M

Sector Composition

1 Technology 30.37%
2 Financials 16.27%
3 Consumer Discretionary 9.58%
4 Industrials 7.78%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$680K 0.02%
+3,975
502
$676K 0.02%
6,414
-2,598
503
$669K 0.02%
2,874
-81
504
$664K 0.02%
16,138
+884
505
$664K 0.02%
12,576
-3,956
506
$663K 0.02%
5,410
+52
507
$662K 0.02%
8,732
-14,577
508
$657K 0.02%
6,018
+300
509
$654K 0.02%
8,168
+3,443
510
$650K 0.02%
8,305
+3,168
511
$649K 0.02%
11,855
512
$649K 0.02%
5,020
-223
513
$645K 0.02%
5,871
+1,158
514
$643K 0.02%
2,707
-311
515
$642K 0.02%
10,285
-16
516
$641K 0.02%
+12,305
517
$637K 0.02%
31,324
+52
518
$634K 0.02%
10,124
+1,138
519
$634K 0.02%
2,019
-81
520
$633K 0.02%
10,992
+2,189
521
$624K 0.02%
2,532
+202
522
$621K 0.02%
2,219
-80
523
$620K 0.02%
9,819
+428
524
$619K 0.02%
18,493
+2,453
525
$617K 0.02%
8,958
-1,268
19 20
21
22 23