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
851
$184K 0.01%
17,403
-5,379
852
$174K 0.01%
+14,570
853
$159K ﹤0.01%
+11,312
854
$148K ﹤0.01%
10,608
855
$144K ﹤0.01%
+13,238
856
$141K ﹤0.01%
10,890
+397
857
$140K ﹤0.01%
+16,132
858
$140K ﹤0.01%
16,090
-2,812
859
$133K ﹤0.01%
+21,835
860
$125K ﹤0.01%
+10,369
861
$108K ﹤0.01%
20,811
+6,319
862
$105K ﹤0.01%
+10,862
863
$105K ﹤0.01%
18,618
+2,184
864
$101K ﹤0.01%
22,953
+1,743
865
$98.4K ﹤0.01%
+14,370
866
$91.2K ﹤0.01%
+11,722
867
$77.9K ﹤0.01%
+11,915
868
$74.1K ﹤0.01%
+25,282
869
$67.1K ﹤0.01%
11,672
+45
870
$64.4K ﹤0.01%
+12,294
871
$50.7K ﹤0.01%
24,249
+13,757
872
$47.9K ﹤0.01%
18,420
-30
873
$43.4K ﹤0.01%
14,704
+1
874
$37.5K ﹤0.01%
+62,584
875
$29.8K ﹤0.01%
15,215
33 34
35
36 37