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
176
$1.3M 0.09%
2,364
+182
177
$1.29M 0.09%
23,891
-1,121
178
$1.29M 0.09%
25,237
+1,713
179
$1.27M 0.09%
24,977
+1,829
180
$1.24M 0.08%
6,735
-13
181
$1.23M 0.08%
17,894
+2,527
182
$1.22M 0.08%
8,858
+666
183
$1.22M 0.08%
+5,730
184
$1.21M 0.08%
4,774
-11
185
$1.21M 0.08%
7,963
+453
186
$1.2M 0.08%
23,902
+566
187
$1.2M 0.08%
17,756
-483
188
$1.19M 0.08%
7,995
-2,542
189
$1.19M 0.08%
1,645
+181
190
$1.15M 0.08%
5,429
+531
191
$1.14M 0.08%
24,229
+1,945
192
$1.14M 0.08%
10,487
+1,568
193
$1.14M 0.08%
14,300
-57
194
$1.14M 0.08%
21,004
-751
195
$1.14M 0.08%
10,529
+858
196
$1.13M 0.08%
7,567
+447
197
$1.13M 0.08%
16,226
-183
198
$1.12M 0.08%
27,565
199
$1.1M 0.08%
48,522
+3,817
200
$1.1M 0.07%
6,265
+314
6 7
8
9 10