IAA

Independent Advisor Alliance Portfolio holdings

AUM $3.03B
AUM
$3.03B
AUM Growth
-$4.52B
Cap. Flow
-$1.75B
Cap. Flow %
-57.84%
Top 10 Hldgs %
33.21%
Holding
1,407
New
60
Increased
329
Reduced
413
Closed
594

Sector Composition

1Technology27.96%
2Financials16.89%
3Consumer Discretionary9.86%
4Industrials7.85%
5Communication Services6.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-20,951
Closed
$00%0
-67,449
Closed
$00%0
-54,540
Closed
$00%0
-23,911
Closed
$00%0
-147,981
Closed
$00%0
-83,202
Closed
$00%0
-4,106
Closed
$00%0
-95,061
Closed
$00%0
-148,314
Closed
$00%0
-67,930
Closed
$00%0
-44,181
Closed
$00%0
-12,103
Closed
$00%0
-27,544
Closed
$00%0
-290,714
Closed
$00%0
-11,961
Closed
$00%0
-6,966
Closed
$00%0
-8,257
Closed
$00%0
-2,863
Closed
$00%0
-842,311
Closed
$00%0
-63,809
Closed
$00%0
-14,781
Closed
$00%0
-2,704
Closed
$00%0
-4,682
Closed
$00%0
-18,083
Closed
$00%0
-55,366
Closed