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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.3M
3
+$5.66M
4
AMD icon
Advanced Micro Devices
AMD
+$5.41M
5
CCBG icon
Capital City Bank Group
CCBG
+$5.19M

Top Sells

1
+$5.48M
2
+$4.68M
3
+$4.44M
4
GAP
The Gap Inc
GAP
+$4.36M
5
PWR icon
Quanta Services
PWR
+$4.35M

Sector Composition

1 Technology 22.93%
2 Consumer Discretionary 13.31%
3 Industrials 13.03%
4 Financials 12.24%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$213K 0.01%
7,998
+47
552
$212K 0.01%
3,382
-1,033
553
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+1,871
554
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555
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556
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557
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558
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559
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560
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561
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562
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563
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564
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565
$167K 0.01%
11,485
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566
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567
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568
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569
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37,457
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571
$129K 0.01%
24,143
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572
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573
$93K 0.01%
1,524
-273
574
$91K 0.01%
20,253
-13,589
575
$85K 0.01%
11,945
-592
21 22
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24 25