IAA
Independent Advisor Alliance Portfolio holdings
AUM
$3.47B
This Quarter Return
+6.79%
1 Year Return
+23.93%
3 Year Return
+94.63%
5 Year Return
+175.37%
10 Year Return
–
AUM
$1.69B
AUM Growth
+$1.69B
(+15%)
Cap. Flow
+$156M
Cap. Flow
% of AUM
9.22%
Top 10 Holdings %
Top 10 Hldgs %
25.69%
Holding
628
New
88
Increased
279
Reduced
201
Closed
39
Top Buys
| 1 |
Invesco
IVZ
|
$6.32M |
| 2 |
Tapestry
TPR
|
$6.3M |
| 3 |
SIVB
SVB Financial Group
SIVB
|
$5.66M |
| 4 |
Advanced Micro Devices
AMD
|
$5.41M |
| 5 |
Capital City Bank Group
CCBG
|
$5.19M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$5.48M |
| 2 |
Align Technology
ALGN
|
$4.68M |
| 3 |
Tesla
TSLA
|
$4.44M |
| 4 |
GAP
The Gap, Inc.
GAP
|
$4.36M |
| 5 |
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% |
