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
$1.69B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.3M
3
+$5.66M
4
AMD icon
Advanced Micro Devices
AMD
+$5.41M
5
CCBG icon
Capital City Bank Group
CCBG
+$5.19M

Top Sells

1
+$5.48M
2
+$4.68M
3
+$4.44M
4
GAP
The Gap Inc
GAP
+$4.36M
5
PWR icon
Quanta Services
PWR
+$4.35M

Sector Composition

1 Technology 22.93%
2 Consumer Discretionary 13.31%
3 Industrials 13.03%
4 Financials 12.24%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.69M 0.1%
25,930
-1,040
177
$1.67M 0.1%
23,206
+192
178
$1.67M 0.1%
+40,133
179
$1.63M 0.1%
48,320
-496
180
$1.58M 0.09%
4,472
+402
181
$1.52M 0.09%
5,880
+63
182
$1.51M 0.09%
14,654
-600
183
$1.5M 0.09%
+59,806
184
$1.5M 0.09%
16,831
-7,194
185
$1.5M 0.09%
29,297
+20,567
186
$1.5M 0.09%
21,382
+545
187
$1.48M 0.09%
+62,550
188
$1.48M 0.09%
10,629
-840
189
$1.48M 0.09%
20,635
-381
190
$1.47M 0.09%
+24,640
191
$1.44M 0.09%
+43,708
192
$1.43M 0.08%
23,537
-692
193
$1.43M 0.08%
5,025
-15,156
194
$1.4M 0.08%
63,681
-3,425
195
$1.39M 0.08%
7,671
+104
196
$1.39M 0.08%
2,771
+407
197
$1.38M 0.08%
5,678
+94
198
$1.38M 0.08%
7,877
-118
199
$1.37M 0.08%
17,663
-231
200
$1.36M 0.08%
+24,714
6 7
8
9 10