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
126
$4.48M 0.13%
24,453
+1,872
127
$4.47M 0.13%
21,434
-44
128
$4.44M 0.13%
90,215
-33,103
129
$4.43M 0.13%
97,645
-180
130
$4.4M 0.13%
7,986
+3,509
131
$4.35M 0.13%
68,781
+6,422
132
$4.32M 0.12%
36,139
+1,335
133
$4.31M 0.12%
52,002
+1,421
134
$4.29M 0.12%
195,516
+226
135
$4.28M 0.12%
12,460
+98
136
$4.23M 0.12%
41,917
+2,530
137
$4.23M 0.12%
42,877
+10,159
138
$4.23M 0.12%
17,393
+703
139
$4.2M 0.12%
117,725
+43,000
140
$4.2M 0.12%
56,476
+4,624
141
$4.17M 0.12%
60,386
-1,277
142
$4.17M 0.12%
134,387
-1,479
143
$4.16M 0.12%
47,775
-7,033
144
$4.15M 0.12%
39,337
-1,800
145
$4.13M 0.12%
20,536
+554
146
$4.12M 0.12%
30,930
-700
147
$4.06M 0.12%
5,061
+642
148
$4.05M 0.12%
48,058
+11,276
149
$4.01M 0.12%
12,819
-144
150
$4.01M 0.12%
89,615
-80,346
4 5
6
7 8