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
51
$11.4M 0.33%
124,108
-2,052
52
$11.2M 0.32%
35,003
-5,169
53
$11.1M 0.32%
84,033
-21,773
54
$10.6M 0.3%
223,199
-3,636
55
$10.5M 0.3%
44,021
-2,890
56
$9.89M 0.29%
48,120
+660
57
$9.56M 0.28%
63,888
-1,438
58
$9.42M 0.27%
69,296
-2,520
59
$9.33M 0.27%
45,615
+1,769
60
$9.24M 0.27%
12,042
+1,427
61
$9.19M 0.27%
71,591
-2,050
62
$9.14M 0.26%
31,540
-1,769
63
$9.11M 0.26%
210,425
+1,867
64
$8.8M 0.25%
17,280
+1,158
65
$8.78M 0.25%
31,445
-100
66
$8.69M 0.25%
22,467
-1,589
67
$8.67M 0.25%
37,250
-13
68
$8.57M 0.25%
174,779
-28,379
69
$8.56M 0.25%
31,983
-2,197
70
$8.41M 0.24%
121,171
-5,681
71
$8.34M 0.24%
31,254
+440
72
$8.27M 0.24%
35,964
+267
73
$8M 0.23%
10,158
+587
74
$7.97M 0.23%
16,992
+4
75
$7.86M 0.23%
271,729
-20,414
1 2
3
4 5