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
$3.47B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.7M
3
+$11.2M
4
PLTR icon
Palantir
PLTR
+$6.41M
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$5.62M

Top Sells

1
+$8.04M
2
+$6.38M
3
+$4.45M
4
MSFT icon
Microsoft
MSFT
+$4.16M
5
POWL icon
Powell Industries
POWL
+$3.75M

Sector Composition

1 Technology 30.37%
2 Financials 16.27%
3 Consumer Discretionary 9.58%
4 Industrials 7.78%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$616K 0.02%
12,442
+2,109
527
$615K 0.02%
+3,023
528
$609K 0.02%
10,146
+3,413
529
$607K 0.02%
8,457
-72
530
$607K 0.02%
1,356
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531
$599K 0.02%
11,690
-383
532
$599K 0.02%
3,085
+88
533
$597K 0.02%
11,212
-4,500
534
$597K 0.02%
2,785
-118
535
$595K 0.02%
12,129
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536
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+11,279
537
$592K 0.02%
+4,012
538
$591K 0.02%
2,463
+23
539
$591K 0.02%
4,880
+346
540
$586K 0.02%
6,173
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541
$581K 0.02%
8,581
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542
$581K 0.02%
26,299
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$579K 0.02%
3,360
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544
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8,496
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545
$577K 0.02%
9,540
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546
$573K 0.02%
11,736
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547
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+9,079
548
$565K 0.02%
3,916
+306
549
$564K 0.02%
+11,337
550
$562K 0.02%
21,162
+8,568
20 21
22
23 24