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
876
$28.3K ﹤0.01%
54,845
877
$25.9K ﹤0.01%
+10,008
878
$22.4K ﹤0.01%
11,440
879
$18K ﹤0.01%
10,719
880
$17.8K ﹤0.01%
+10,720
881
$15.6K ﹤0.01%
10,471
-72
882
$14.9K ﹤0.01%
11,640
+860
883
$14.7K ﹤0.01%
+10,062
884
$13.7K ﹤0.01%
+14,250
885
$13.6K ﹤0.01%
10,000
886
$13.3K ﹤0.01%
12,500
887
$9.84K ﹤0.01%
10,000
-1,356
888
$5.33K ﹤0.01%
13,372
-21,118
889
$4.44K ﹤0.01%
1,071
-16
890
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892
– –
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893
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894
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895
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896
– –
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897
– –
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898
– –
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899
– –
-2,051
900
– –
-3,806
34 35
36
37 38