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
$2.03B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.98M
3
+$7.68M
4
F icon
Ford
F
+$4.62M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.88M

Top Sells

1
+$7.06M
2
+$6.59M
3
+$4.27M
4
MOS icon
The Mosaic Company
MOS
+$3.48M
5
ATVI
Activision Blizzard
ATVI
+$3.07M

Sector Composition

1 Technology 25.94%
2 Consumer Discretionary 13.27%
3 Financials 12.41%
4 Industrials 10.8%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$299K 0.01%
+2,091
527
$298K 0.01%
+8,724
528
$294K 0.01%
6,092
-244
529
$293K 0.01%
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530
$292K 0.01%
477
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531
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+1,286
532
$291K 0.01%
10,430
-360
533
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+5,645
534
$288K 0.01%
44,999
-1,385
535
$287K 0.01%
1,142
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536
$287K 0.01%
7,710
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537
$286K 0.01%
5,976
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539
$282K 0.01%
6,769
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540
$277K 0.01%
7,566
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$276K 0.01%
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$276K 0.01%
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544
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545
$272K 0.01%
16,263
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546
$272K 0.01%
7,677
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547
$270K 0.01%
9,572
-15,021
548
$269K 0.01%
16,617
+5,317
549
$268K 0.01%
3,141
-505
550
$267K 0.01%
1,470
20 21
22
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