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
151
$1.6M 0.11%
6,915
+1,324
152
$1.59M 0.11%
23,014
-394
153
$1.57M 0.11%
14,434
+2,639
154
$1.57M 0.11%
157,968
-33,758
155
$1.57M 0.11%
25,448
-6,350
156
$1.55M 0.1%
11,469
+698
157
$1.53M 0.1%
23,201
+5,077
158
$1.51M 0.1%
88,839
+16,317
159
$1.51M 0.1%
20,034
-2,485
160
$1.48M 0.1%
+18,194
161
$1.45M 0.1%
165,345
+65,215
162
$1.42M 0.1%
22,710
+1,414
163
$1.38M 0.09%
44,971
-2,567
164
$1.37M 0.09%
5,195
+1,047
165
$1.37M 0.09%
5,584
+415
166
$1.36M 0.09%
5,325
+32
167
$1.36M 0.09%
21,016
+578
168
$1.35M 0.09%
20,837
-24,755
169
$1.34M 0.09%
4,070
-12,985
170
$1.33M 0.09%
47,336
-789
171
$1.33M 0.09%
15,254
-1,194
172
$1.33M 0.09%
6,605
-42
173
$1.32M 0.09%
5,817
-62
174
$1.31M 0.09%
67,106
-2,592
175
$1.31M 0.09%
587
+11
5 6
7
8 9