IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.47B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.7M
3
+$11.2M
4
PLTR icon
Palantir
PLTR
+$6.41M
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$5.62M

Top Sells

1
+$8.04M
2
+$6.38M
3
+$4.45M
4
MSFT icon
Microsoft
MSFT
+$4.16M
5
POWL icon
Powell Industries
POWL
+$3.75M

Sector Composition

1 Technology 30.37%
2 Financials 16.27%
3 Consumer Discretionary 9.58%
4 Industrials 7.78%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.86M 0.17%
144,805
+32,105
102
$5.77M 0.17%
318,111
+584
103
$5.65M 0.16%
9,139
+1,922
104
$5.63M 0.16%
39,935
-2,493
105
$5.61M 0.16%
35,966
+683
106
$5.59M 0.16%
230,680
-33,256
107
$5.57M 0.16%
29,907
+815
108
$5.44M 0.16%
939
+18
109
$5.39M 0.16%
24,425
+993
110
$5.27M 0.15%
21,025
-2,577
111
$5.22M 0.15%
9,464
-177
112
$5.2M 0.15%
26,544
-587
113
$5.15M 0.15%
248,006
-45,947
114
$5.1M 0.15%
7
115
$5.08M 0.15%
15,729
+4,428
116
$5M 0.14%
119,402
+17,088
117
$4.88M 0.14%
70,593
+12,921
118
$4.86M 0.14%
66,180
+874
119
$4.86M 0.14%
20,406
-465
120
$4.84M 0.14%
39,231
-3,728
121
$4.8M 0.14%
12,695
+1,737
122
$4.68M 0.13%
25,086
+1,444
123
$4.56M 0.13%
18,437
-904
124
$4.56M 0.13%
28,242
+4,152
125
$4.53M 0.13%
51,519
+5,207
3 4
5
6 7