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
826
$723K 0.01%
+3,917
827
$723K 0.01%
8,522
+1,284
828
$719K 0.01%
+8,028
829
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830
$716K 0.01%
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831
$714K 0.01%
19,195
+7
832
$712K 0.01%
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833
$711K 0.01%
30,666
+17,421
834
$710K 0.01%
19,551
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835
$707K 0.01%
+7,836
836
$707K 0.01%
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837
$706K 0.01%
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838
$701K 0.01%
+27,544
839
$694K 0.01%
+12,247
840
$691K 0.01%
+8,871
841
$691K 0.01%
5,974
-1
842
$686K 0.01%
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6,586
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844
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845
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846
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847
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848
$671K 0.01%
5,883
+264
849
$668K 0.01%
11,639
+2,246
850
$668K 0.01%
21,054
+102
32 33
34
35 36