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
$1.47B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.96M
3
+$5.49M
4
MSFT icon
Microsoft
MSFT
+$5.43M
5
FCX icon
Freeport-McMoran
FCX
+$4.89M

Top Sells

1
+$8.69M
2
+$5.56M
3
+$5.11M
4
BRO icon
Brown & Brown
BRO
+$4.95M
5
HD icon
Home Depot
HD
+$4.78M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 13.58%
3 Industrials 12.19%
4 Financials 10.36%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.86M 0.33%
27,545
+2,142
77
$4.78M 0.32%
20,549
+2,919
78
$4.72M 0.32%
44,158
+6,241
79
$4.68M 0.32%
+8,759
80
$4.54M 0.31%
58,806
+7,270
81
$4.51M 0.31%
150,034
-13,619
82
$4.45M 0.3%
139,144
+7,723
83
$4.36M 0.3%
+215,757
84
$4.35M 0.3%
+60,429
85
$4.35M 0.29%
105,438
-1,522
86
$4.32M 0.29%
49,510
-48,661
87
$4.24M 0.29%
85,175
-14,647
88
$4.17M 0.28%
11,760
-11,931
89
$4.01M 0.27%
14,731
-28
90
$3.82M 0.26%
85,348
+7,557
91
$3.77M 0.26%
71,933
+7,743
92
$3.73M 0.25%
31,031
+4,048
93
$3.72M 0.25%
109,429
+9,996
94
$3.65M 0.25%
120,609
+7,290
95
$3.52M 0.24%
51,542
+5,422
96
$3.39M 0.23%
12,878
+866
97
$3.38M 0.23%
39,497
+1,510
98
$3.34M 0.23%
83,627
+3,258
99
$3.33M 0.23%
+10,622
100
$3.31M 0.22%
42,342
-1,115
2 3
4
5 6