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
526
$243K 0.01%
1,130
+49
527
$242K 0.01%
+161
528
$228K 0.01%
+5,147
529
$222K 0.01%
+1,104
530
$222K 0.01%
+3,920
531
$221K 0.01%
3,387
-572
532
$220K 0.01%
5,492
-658
533
$220K 0.01%
19,300
+7,350
534
$220K 0.01%
20,985
-3,027
535
$218K 0.01%
+4,679
536
$218K 0.01%
+3,664
537
$218K 0.01%
76,250
+2,800
538
$217K 0.01%
7,650
+350
539
$217K 0.01%
2,514
-301
540
$216K 0.01%
+4,714
541
$215K 0.01%
5,230
-60,270
542
$215K 0.01%
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543
$214K 0.01%
1,785
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544
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3,015
+9
545
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546
$214K 0.01%
1,102
+10
547
$214K 0.01%
1,212
+5
548
$214K 0.01%
+1,647
549
$213K 0.01%
1,180
+3
550
$213K 0.01%
+12,819
20 21
22
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