IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.38M
3
+$5.25M
4
ADSK icon
Autodesk
ADSK
+$5.14M
5
GAP
The Gap Inc
GAP
+$4.53M

Top Sells

1
+$8.51M
2
+$5.7M
3
+$5.04M
4
HD icon
Home Depot
HD
+$4.95M
5
BRO icon
Brown & Brown
BRO
+$4.81M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 13.58%
3 Industrials 12.19%
4 Financials 10.36%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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