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
$1.47B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.96M
3
+$5.49M
4
MSFT icon
Microsoft
MSFT
+$5.43M
5
FCX icon
Freeport-McMoran
FCX
+$4.89M

Top Sells

1
+$8.69M
2
+$5.56M
3
+$5.11M
4
BRO icon
Brown & Brown
BRO
+$4.95M
5
HD icon
Home Depot
HD
+$4.78M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 13.58%
3 Industrials 12.19%
4 Financials 10.36%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.12M 0.48%
27,275
+393
52
$7.12M 0.48%
46,739
+741
53
$7M 0.48%
43,626
+1,834
54
$6.87M 0.47%
33,716
-386
55
$6.82M 0.46%
73,424
-596
56
$6.82M 0.46%
6,344
+5,107
57
$6.79M 0.46%
18,075
-47
58
$6.69M 0.45%
459,995
+952
59
$6.63M 0.45%
21,706
+19,523
60
$6.56M 0.45%
136,932
+92,624
61
$6.5M 0.44%
19,255
-2,260
62
$6.41M 0.44%
33,918
-698
63
$6.34M 0.43%
29,598
+9,496
64
$6.23M 0.42%
40,676
+70
65
$6.15M 0.42%
203,003
+15,403
66
$6.03M 0.41%
504,975
-12,354
67
$5.93M 0.4%
29,761
68
$5.73M 0.39%
60,238
+78
69
$5.57M 0.38%
11,127
+386
70
$5.54M 0.38%
62,748
+1,828
71
$5.28M 0.36%
70,138
-166
72
$5.24M 0.36%
20,181
+15,027
73
$5.2M 0.35%
25,771
-21,943
74
$5.15M 0.35%
61,024
+5,304
75
$4.99M 0.34%
29,559
+47
1 2
3
4 5