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
601
$1.5M 0.02%
69,998
+12,332
602
$1.5M 0.02%
17,383
+232
603
$1.5M 0.02%
+11,980
604
$1.49M 0.02%
+11,313
605
$1.49M 0.02%
17,120
+14,110
606
$1.48M 0.02%
32,945
-6,173
607
$1.47M 0.02%
3,990
-4,511
608
$1.46M 0.02%
+91,325
609
$1.46M 0.02%
+37,457
610
$1.45M 0.02%
+23,663
611
$1.45M 0.02%
+20,529
612
$1.45M 0.02%
+14,358
613
$1.45M 0.02%
6,267
+1,073
614
$1.44M 0.02%
24,203
-659
615
$1.44M 0.02%
+35,042
616
$1.44M 0.02%
+50,228
617
$1.44M 0.02%
39,960
+2,316
618
$1.44M 0.02%
+64,066
619
$1.42M 0.02%
16,471
+773
620
$1.42M 0.02%
26,367
+2,451
621
$1.41M 0.02%
86,864
+437
622
$1.41M 0.02%
+11,858
623
$1.39M 0.02%
+23,664
624
$1.39M 0.02%
+66,840
625
$1.39M 0.02%
+83,202
23 24
25
26 27