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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.3M
3
+$5.66M
4
AMD icon
Advanced Micro Devices
AMD
+$5.41M
5
CCBG icon
Capital City Bank Group
CCBG
+$5.19M

Top Sells

1
+$5.48M
2
+$4.68M
3
+$4.44M
4
GAP
The Gap Inc
GAP
+$4.36M
5
PWR icon
Quanta Services
PWR
+$4.35M

Sector Composition

1 Technology 22.93%
2 Consumer Discretionary 13.31%
3 Industrials 13.03%
4 Financials 12.24%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.15M 0.25%
32,545
+1,514
102
$4.08M 0.24%
78,899
-6,449
103
$3.72M 0.22%
49,890
+559
104
$3.62M 0.21%
40,138
-955
105
$3.42M 0.2%
102,132
-7,297
106
$3.42M 0.2%
13,887
+1,236
107
$3.32M 0.2%
13,358
-553
108
$3.29M 0.2%
23,985
-249
109
$3.26M 0.19%
194,472
+5,166
110
$3.25M 0.19%
83,231
+19,100
111
$3.25M 0.19%
60,001
-11,932
112
$3.24M 0.19%
41,124
+1,627
113
$3.23M 0.19%
+168,689
114
$3.22M 0.19%
16,717
-9,054
115
$3.19M 0.19%
65,996
+971
116
$3.18M 0.19%
55,329
+37,849
117
$3.01M 0.18%
64,930
+3,010
118
$2.97M 0.18%
40,415
-1,927
119
$2.96M 0.18%
33,353
-1,648
120
$2.88M 0.17%
10,720
+2,691
121
$2.8M 0.17%
7,301
+496
122
$2.78M 0.17%
24,074
-987
123
$2.78M 0.16%
47,466
-260
124
$2.76M 0.16%
104,151
+69,954
125
$2.75M 0.16%
8,504
+5,791
3 4
5
6 7