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
$1.47B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.96M
3
+$5.49M
4
MSFT icon
Microsoft
MSFT
+$5.43M
5
FCX icon
Freeport-McMoran
FCX
+$4.89M

Top Sells

1
+$8.69M
2
+$5.56M
3
+$5.11M
4
BRO icon
Brown & Brown
BRO
+$4.95M
5
HD icon
Home Depot
HD
+$4.78M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 13.58%
3 Industrials 12.19%
4 Financials 10.36%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.3M 0.22%
41,093
+131
102
$3.22M 0.22%
28,450
-1,730
103
$3.2M 0.22%
13,911
+333
104
$3.2M 0.22%
49,331
+370
105
$3.1M 0.21%
12,651
+2,010
106
$3.06M 0.21%
24,234
-13
107
$2.95M 0.2%
189,306
+46,933
108
$2.9M 0.2%
35,001
+2,069
109
$2.8M 0.19%
+64,240
110
$2.8M 0.19%
+65,500
111
$2.79M 0.19%
47,726
+577
112
$2.78M 0.19%
5,968
+99
113
$2.76M 0.19%
165,439
-3,256
114
$2.71M 0.18%
61,920
+860
115
$2.62M 0.18%
30,770
+5,345
116
$2.62M 0.18%
65,025
+10,421
117
$2.58M 0.18%
6,805
+531
118
$2.58M 0.18%
+145,400
119
$2.52M 0.17%
25,061
-359
120
$2.46M 0.17%
16,111
+155
121
$2.42M 0.16%
98,547
+81,395
122
$2.38M 0.16%
38,441
+1,352
123
$2.3M 0.16%
24,025
+233
124
$2.27M 0.15%
21,777
+17,826
125
$2.26M 0.15%
6,815
-134
3 4
5
6 7