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
726
$1,000K 0.01%
+19,339
727
$997K 0.01%
100,711
+7,788
728
$992K 0.01%
6,782
-762
729
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730
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+17,590
731
$989K 0.01%
+29,158
732
$985K 0.01%
+19,231
733
$985K 0.01%
4,635
+2,523
734
$980K 0.01%
7,461
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735
$974K 0.01%
+40,985
736
$973K 0.01%
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737
$971K 0.01%
18,535
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738
$966K 0.01%
19,547
+11,726
739
$963K 0.01%
7,180
+176
740
$955K 0.01%
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741
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742
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743
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12,362
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744
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745
$939K 0.01%
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746
$937K 0.01%
19,644
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747
$937K 0.01%
14,410
+1,633
748
$931K 0.01%
+19,086
749
$921K 0.01%
+8,206
750
$918K 0.01%
+5,673
28 29
30
31 32