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
76
$7.78M 0.22%
24,951
-9,302
77
$7.72M 0.22%
30,007
+1,380
78
$7.72M 0.22%
62,637
+1,005
79
$7.67M 0.22%
42,816
-7,290
80
$7.62M 0.22%
109,812
+4,786
81
$7.61M 0.22%
33,612
+5,798
82
$7.43M 0.21%
126,724
-6,115
83
$7.41M 0.21%
13,627
+1,537
84
$7.28M 0.21%
58,703
-1,790
85
$7.23M 0.21%
45,387
-2,683
86
$7.14M 0.21%
79,572
-9,389
87
$6.99M 0.2%
82,172
-3,488
88
$6.8M 0.2%
12,850
+3,512
89
$6.65M 0.19%
45,531
+801
90
$6.63M 0.19%
39,965
+9,313
91
$6.43M 0.19%
80,212
-1,720
92
$6.37M 0.18%
21,830
-100
93
$6.32M 0.18%
21,139
-3,091
94
$6.24M 0.18%
11,834
+605
95
$6.15M 0.18%
8,161
-184
96
$6.09M 0.18%
76,974
+12,751
97
$6.07M 0.17%
61,158
+3,887
98
$6.07M 0.17%
8,570
+1,316
99
$5.91M 0.17%
11,628
-349
100
$5.91M 0.17%
63,355
+20,153
2 3
4
5 6