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
551
$1.74M 0.02%
+51,822
552
$1.72M 0.02%
16,299
+1,245
553
$1.72M 0.02%
45,658
+7,031
554
$1.71M 0.02%
15,662
+13,781
555
$1.71M 0.02%
3,286
-4
556
$1.7M 0.02%
15,969
+7,007
557
$1.7M 0.02%
+54,540
558
$1.7M 0.02%
4,883
+1,423
559
$1.7M 0.02%
7,608
+2,698
560
$1.69M 0.02%
24,932
-78
561
$1.69M 0.02%
+52,548
562
$1.69M 0.02%
+30,352
563
$1.69M 0.02%
+72,293
564
$1.67M 0.02%
9,382
+3,155
565
$1.67M 0.02%
32,064
-285
566
$1.66M 0.02%
+40,155
567
$1.66M 0.02%
+33,168
568
$1.66M 0.02%
7,082
+214
569
$1.66M 0.02%
+69,313
570
$1.65M 0.02%
5,702
+636
571
$1.64M 0.02%
3,455
+455
572
$1.63M 0.02%
+15,500
573
$1.63M 0.02%
+49,117
574
$1.63M 0.02%
5,895
+3,784
575
$1.61M 0.02%
12,813
+1,764
21 22
23
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