IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
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
+$6.63M
2
+$6.38M
3
+$5.25M
4
ADSK icon
Autodesk
ADSK
+$5.14M
5
GAP
The Gap Inc
GAP
+$4.53M

Top Sells

1
+$8.51M
2
+$5.7M
3
+$5.04M
4
HD icon
Home Depot
HD
+$4.95M
5
BRO icon
Brown & Brown
BRO
+$4.81M

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%
11,820
+910
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 0.08%
6,265
+314
6 7
8
9 10