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
-23,550
Closed
$00%0
-514,911
Closed
$00%0
-2,090
Closed
$00%0
-87,959
Closed
$00%0
-35,042
Closed
$00%0
-97,873
Closed
$00%0
-21,309
Closed
$00%0
-2,917
Closed
$00%0
-10,851
Closed
$00%0
-34,467
Closed
$00%0
-103,245
Closed
$00%0
-464,730
Closed
$00%0
-19,546
Closed
$00%0
-49,735
Closed
$00%0
-195,163
Closed
$00%0
-342,760
Closed
$00%0
-6,644
Closed
$00%0
-99,723
Closed
$00%0
-36,045
Closed
$00%0
-78,957
Closed
$00%0
-182,778
Closed
$00%0
-112,271
Closed
$00%0
-74,612
Closed
$00%0
-10,066
Closed
$00%0
-80,454
Closed