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
576
$520K 0.02%
20,690
+635
577
$519K 0.02%
18,085
-5,208
578
$518K 0.01%
13,497
-2,743
579
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580
$517K 0.01%
7,352
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581
$512K 0.01%
6,440
-894
582
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+14,015
583
$506K 0.01%
1,949
+168
584
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4,999
-768
585
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1,414
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586
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587
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2,051
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588
$501K 0.01%
58,723
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589
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17,093
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590
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4,560
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270
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620
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5,131
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595
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3,921
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596
$486K 0.01%
4,953
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597
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26,158
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598
$484K 0.01%
5,567
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599
$483K 0.01%
1,435
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600
$478K 0.01%
2,831
+25
22 23
24
25 26