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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.87M
3
+$4.61M
4
TSLA icon
Tesla
TSLA
+$4.21M
5
SLV icon
iShares Silver Trust
SLV
+$3.08M

Top Sells

1
+$2.74M
2
+$1.94M
3
+$1.78M
4
RF icon
Regions Financial
RF
+$1.78M
5
SHW icon
Sherwin-Williams
SHW
+$1.66M

Sector Composition

1 Technology 23.62%
2 Financials 12.84%
3 Consumer Discretionary 10.38%
4 Industrials 9.04%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$304K 0.01%
11,128
-1,881
527
$302K 0.01%
13,464
+1,606
528
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5,300
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529
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530
$298K 0.01%
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531
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6,901
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532
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15,654
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534
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535
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536
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537
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6,000
538
$289K 0.01%
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539
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8,887
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540
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6,257
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541
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25,787
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546
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547
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6,399
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548
$267K 0.01%
2,211
549
$266K 0.01%
3,919
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550
$265K 0.01%
7,691
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20 21
22
23 24