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
$7.55B
AUM Growth
+$4.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,387
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$139M
3
+$138M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$125M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$120M

Top Sells

1
+$7.09M
2
+$5.97M
3
+$4.94M
4
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$2.8M
5
ABCB icon
Ameris Bancorp
ABCB
+$2.7M

Sector Composition

1 Technology 12.54%
2 Financials 6.77%
3 Consumer Discretionary 4.61%
4 Industrials 3.28%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.87M 0.02%
59,581
+48,443
527
$1.87M 0.02%
+43,920
528
$1.86M 0.02%
7,488
+1,813
529
$1.86M 0.02%
+220,499
530
$1.86M 0.02%
21,149
+14,708
531
$1.85M 0.02%
+44,820
532
$1.84M 0.02%
+137,379
533
$1.83M 0.02%
+24,554
534
$1.82M 0.02%
15,576
+929
535
$1.81M 0.02%
+8,750
536
$1.8M 0.02%
+45,678
537
$1.8M 0.02%
+120,346
538
$1.79M 0.02%
+33,697
539
$1.79M 0.02%
3,006
+497
540
$1.78M 0.02%
+17,725
541
$1.78M 0.02%
61,385
-1,984
542
$1.77M 0.02%
174,183
+1,224
543
$1.77M 0.02%
+25,672
544
$1.77M 0.02%
14,465
+201
545
$1.76M 0.02%
+8,887
546
$1.75M 0.02%
+6,071
547
$1.75M 0.02%
+87,959
548
$1.74M 0.02%
+142,292
549
$1.74M 0.02%
+68,809
550
$1.74M 0.02%
+77,282
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