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
976
$474K 0.01%
2,538
+439
977
$474K 0.01%
+6,220
978
$473K 0.01%
19,955
+264
979
$472K 0.01%
+4,460
980
$472K 0.01%
+18,269
981
$471K 0.01%
+4,677
982
$467K 0.01%
+9,339
983
$467K 0.01%
31,400
+90
984
$465K 0.01%
+17,074
985
$463K 0.01%
2,246
+428
986
$461K 0.01%
2,817
+362
987
$459K 0.01%
2,181
+89
988
$457K 0.01%
4,596
+405
989
$457K 0.01%
+34,300
990
$454K 0.01%
+54,121
991
$453K 0.01%
5,042
+577
992
$450K 0.01%
+17,733
993
$449K 0.01%
+6,514
994
$445K 0.01%
+38,146
995
$444K 0.01%
+7,571
996
$442K 0.01%
2,370
+497
997
$439K 0.01%
5,576
-310
998
$437K 0.01%
+8,937
999
$436K 0.01%
+2,802
1000
$435K 0.01%
+6,354
38 39
40
41 42