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
926
$562K 0.01%
+13,421
927
$562K 0.01%
+19,546
928
$561K 0.01%
9,521
+315
929
$559K 0.01%
+5,353
930
$559K 0.01%
12,116
-3,810
931
$556K 0.01%
+13,313
932
$554K 0.01%
+17,865
933
$552K 0.01%
+5,008
934
$549K 0.01%
+24,184
935
$545K 0.01%
3,786
+1,329
936
$543K 0.01%
+16,343
937
$541K 0.01%
+13,259
938
$540K 0.01%
+10,791
939
$539K 0.01%
+2,917
940
$539K 0.01%
1,889
-36
941
$539K 0.01%
+5,643
942
$538K 0.01%
+12,302
943
$537K 0.01%
+33,449
944
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+26,695
945
$536K 0.01%
+4,052
946
$533K 0.01%
+65,212
947
$531K 0.01%
1,097
+245
948
$531K 0.01%
+5,031
949
$530K 0.01%
+6,529
950
$527K 0.01%
6,604
+1,619
36 37
38
39 40