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
551
$561K 0.02%
16,598
-1,126
552
$561K 0.02%
10,329
+5,095
553
$557K 0.02%
1,857
+40
554
$555K 0.02%
6,280
-13
555
$554K 0.02%
8,053
+1,148
556
$554K 0.02%
8,443
-70
557
$552K 0.02%
+13,947
558
$551K 0.02%
11,855
-235
559
$549K 0.02%
5,327
-375
560
$548K 0.02%
2,100
+103
561
$547K 0.02%
13,269
-1,143
562
$545K 0.02%
2,493
+96
563
$544K 0.02%
12,665
-2,295
564
$539K 0.02%
2,474
+17
565
$539K 0.02%
6,800
+305
566
$537K 0.02%
16,880
-4,994
567
$536K 0.02%
6,039
+1,399
568
$533K 0.02%
+9,514
569
$533K 0.02%
9,343
+3,075
570
$531K 0.02%
11,563
+515
571
$531K 0.02%
+18,466
572
$528K 0.02%
+4,838
573
$528K 0.02%
28,981
+2,181
574
$527K 0.02%
5,268
-20
575
$522K 0.02%
11,259
-4,967
21 22
23
24 25