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
901
$590K 0.01%
+5,682
902
$590K 0.01%
+63,400
903
$590K 0.01%
1,965
+823
904
$589K 0.01%
15,511
+2,936
905
$588K 0.01%
6,256
+3
906
$587K 0.01%
10,307
+2,445
907
$586K 0.01%
+14,815
908
$585K 0.01%
+18,224
909
$583K 0.01%
2,544
+521
910
$583K 0.01%
7,203
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911
$583K 0.01%
618
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912
$578K 0.01%
5,596
+180
913
$578K 0.01%
+11,961
914
$577K 0.01%
17,050
+1,964
915
$574K 0.01%
28,955
-7,708
916
$574K 0.01%
31,351
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917
$573K 0.01%
+12,022
918
$572K 0.01%
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919
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920
$568K 0.01%
3,438
+1,506
921
$566K 0.01%
14,784
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922
$565K 0.01%
3,698
-27
923
$564K 0.01%
+4,099
924
$563K 0.01%
+283
925
$563K 0.01%
10,337
+1,381
35 36
37
38 39