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
526
$97K 0.01%
+14,049
527
$82K 0.01%
4,268
+1,593
528
$81K 0.01%
25,910
-3,311
529
$78K 0.01%
12,537
-1,200
530
$70K ﹤0.01%
26,988
-4,290
531
$70K ﹤0.01%
+14,180
532
$69K ﹤0.01%
+10,000
533
$59K ﹤0.01%
21,894
+786
534
$55K ﹤0.01%
1,067
+199
535
$47K ﹤0.01%
2,448
+295
536
$42K ﹤0.01%
17,466
537
$34K ﹤0.01%
24,061
-692
538
$20K ﹤0.01%
+10,193
539
$18K ﹤0.01%
+14,000
540
$12K ﹤0.01%
+704
541
– –
-1,120
542
– –
-14,475
543
– –
-24,592
544
– –
-11,769
545
– –
-23,409
546
– –
-10,130
547
– –
-6,923
548
– –
-15,884
549
– –
-6,154
550
– –
-8,926
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