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
1026
$396K 0.01%
1,322
+64
1027
$396K 0.01%
+4,359
1028
$395K 0.01%
2,191
-15
1029
$395K 0.01%
+18,034
1030
$394K 0.01%
+764
1031
$393K 0.01%
+15,684
1032
$391K 0.01%
2,077
+478
1033
$390K 0.01%
+2,326
1034
$390K 0.01%
3,318
-259
1035
$390K 0.01%
+6,642
1036
$389K 0.01%
+50,251
1037
$388K 0.01%
+10,695
1038
$388K 0.01%
10,367
+64
1039
$387K 0.01%
12,805
+948
1040
$387K 0.01%
+7,433
1041
$386K 0.01%
7,502
-679
1042
$386K 0.01%
4,163
+2,176
1043
$384K 0.01%
13,137
+627
1044
$384K 0.01%
2,684
+461
1045
$378K 0.01%
2,469
-5,820
1046
$376K 0.01%
+14,568
1047
$375K 0.01%
+9,557
1048
$374K 0.01%
623
+134
1049
$374K ﹤0.01%
+5,047
1050
$373K ﹤0.01%
1,659
+652
40 41
42
43 44