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
176
$3.53M 0.1%
54,545
+11,605
177
$3.52M 0.1%
20,231
+816
178
$3.46M 0.1%
36,890
+2,412
179
$3.42M 0.1%
32,931
-426
180
$3.41M 0.1%
73,685
-2,388
181
$3.41M 0.1%
57,021
+2,395
182
$3.41M 0.1%
+77,373
183
$3.39M 0.1%
116,155
-5,570
184
$3.39M 0.1%
25,413
+23,417
185
$3.37M 0.1%
20,475
+268
186
$3.37M 0.1%
36,889
-2,214
187
$3.32M 0.1%
101,259
+6,897
188
$3.3M 0.1%
3,680
-136
189
$3.29M 0.09%
72,762
+1,642
190
$3.28M 0.09%
271,421
-8,983
191
$3.26M 0.09%
111,029
-11,617
192
$3.24M 0.09%
+56,888
193
$3.22M 0.09%
19,650
+15,462
194
$3.2M 0.09%
8,080
-170
195
$3.19M 0.09%
20,944
-6,420
196
$3.17M 0.09%
44,672
+1,288
197
$3.16M 0.09%
73,901
+15,136
198
$3.16M 0.09%
34,643
+8,745
199
$3.14M 0.09%
+5,863
200
$3.12M 0.09%
10,266
+309
6 7
8
9 10