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
151
$3.97M 0.11%
22,476
-392
152
$3.97M 0.11%
27,527
-653
153
$3.95M 0.11%
40,588
-664
154
$3.93M 0.11%
12,619
+20
155
$3.93M 0.11%
38,641
+121
156
$3.92M 0.11%
69,315
-3,461
157
$3.91M 0.11%
11,112
+369
158
$3.91M 0.11%
36,360
+21,470
159
$3.9M 0.11%
16,546
+108
160
$3.82M 0.11%
10,688
-22,525
161
$3.8M 0.11%
7,595
+586
162
$3.79M 0.11%
35,812
-95
163
$3.77M 0.11%
41,849
+1,364
164
$3.77M 0.11%
36,307
-2,033
165
$3.73M 0.11%
17,976
-8,708
166
$3.69M 0.11%
33,294
-469
167
$3.69M 0.11%
11,965
-672
168
$3.68M 0.11%
10,933
+9,294
169
$3.68M 0.11%
+16,192
170
$3.66M 0.11%
33,020
-1,415
171
$3.66M 0.11%
17,459
+38
172
$3.65M 0.11%
30,591
-229
173
$3.62M 0.1%
3,454
-165
174
$3.54M 0.1%
29,203
+402
175
$3.54M 0.1%
8,722
-1,321
5 6
7
8 9