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
826
$213K 0.01%
+641
827
$213K 0.01%
+4,059
828
$212K 0.01%
3,297
-420
829
$211K 0.01%
15,380
+3,664
830
$210K 0.01%
5,057
+57
831
$210K 0.01%
476
-52
832
$210K 0.01%
10,256
-3,403
833
$209K 0.01%
6,584
-2,579
834
$207K 0.01%
+1,197
835
$207K 0.01%
+7,995
836
$206K 0.01%
2,525
-291
837
$205K 0.01%
+1,141
838
$204K 0.01%
7,955
-1,331
839
$204K 0.01%
+1,652
840
$204K 0.01%
+8,618
841
$204K 0.01%
+5,000
842
$204K 0.01%
+1,292
843
$202K 0.01%
497
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844
$202K 0.01%
+709
845
$202K 0.01%
+9,697
846
$201K 0.01%
+1,338
847
$201K 0.01%
17,549
-1,604
848
$200K 0.01%
+3,058
849
$200K 0.01%
+1,105
850
$198K 0.01%
19,007
-130
32 33
34
35 36