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
676
$368K 0.01%
+2,258
677
$366K 0.01%
+2,704
678
$366K 0.01%
32,605
+19,014
679
$363K 0.01%
3,950
+179
680
$363K 0.01%
9,688
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681
$361K 0.01%
+42,860
682
$361K 0.01%
4,631
-639
683
$359K 0.01%
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684
$359K 0.01%
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685
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686
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3,144
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1,652
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688
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5,228
689
$353K 0.01%
12,751
690
$349K 0.01%
4,173
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691
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286
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$335K 0.01%
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697
$331K 0.01%
2,237
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698
$328K 0.01%
77,248
+5,284
699
$326K 0.01%
4,235
700
$325K 0.01%
+4,059
26 27
28
29 30