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
726
$295K 0.01%
2,499
+180
727
$295K 0.01%
+669
728
$295K 0.01%
3,070
-477
729
$293K 0.01%
113,855
+45,141
730
$292K 0.01%
12,990
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731
$290K 0.01%
+2,590
732
$288K 0.01%
562
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733
$285K 0.01%
5,295
+21
734
$284K 0.01%
2,343
+115
735
$284K 0.01%
31,793
-25,672
736
$283K 0.01%
2,421
-23
737
$283K 0.01%
577
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738
$282K 0.01%
5,631
-2,385
739
$282K 0.01%
9,177
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740
$282K 0.01%
12,538
+1,702
741
$282K 0.01%
12,289
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742
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7,853
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743
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488
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744
$281K 0.01%
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745
$278K 0.01%
17,300
+26
746
$277K 0.01%
+2,516
747
$276K 0.01%
11,313
+1,902
748
$274K 0.01%
23,775
+2,975
749
$269K 0.01%
6,724
-228
750
$269K 0.01%
5,627
-507
28 29
30
31 32