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
126
$2.25M 0.15%
10,359
+799
127
$2.22M 0.15%
30,982
+1,246
128
$2.19M 0.15%
18,074
+1,255
129
$2.18M 0.15%
8,116
+191
130
$2.16M 0.15%
26,970
-1,820
131
$2.11M 0.14%
10,035
-161
132
$2.04M 0.14%
7,500
-15
133
$2.02M 0.14%
49,336
+2,689
134
$2.01M 0.14%
10,054
-19,876
135
$1.98M 0.13%
36,842
+5,931
136
$1.97M 0.13%
26,509
+422
137
$1.94M 0.13%
124,392
+26,004
138
$1.94M 0.13%
64,131
-5,714
139
$1.91M 0.13%
8,029
+179
140
$1.89M 0.13%
463
+31
141
$1.89M 0.13%
+2,333
142
$1.87M 0.13%
112,993
+1,052
143
$1.82M 0.12%
5,711
+381
144
$1.82M 0.12%
11,082
+386
145
$1.8M 0.12%
11,091
+1,263
146
$1.75M 0.12%
106,953
-12,324
147
$1.71M 0.12%
48,816
+2,632
148
$1.64M 0.11%
35,269
-95,251
149
$1.61M 0.11%
42,796
-1,180
150
$1.6M 0.11%
13,358
+191
4 5
6
7 8