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
201
$1.1M 0.07%
37,307
+1,858
202
$1.1M 0.07%
7,762
+467
203
$1.1M 0.07%
23,560
+8,523
204
$1.09M 0.07%
9,181
-42
205
$1.09M 0.07%
5,242
+502
206
$1.07M 0.07%
5,977
-124
207
$1.06M 0.07%
8,400
208
$1.06M 0.07%
19,613
-391
209
$1.06M 0.07%
9,805
+3,480
210
$1.03M 0.07%
19,908
-6,900
211
$1.02M 0.07%
17,357
-3,785
212
$1.02M 0.07%
3,170
+1,120
213
$1.02M 0.07%
5,634
+1,838
214
$1M 0.07%
18,054
+1,437
215
$997K 0.07%
+5,932
216
$992K 0.07%
201
-172
217
$978K 0.07%
25,836
-297
218
$973K 0.07%
5,469
+918
219
$952K 0.06%
10,835
+533
220
$952K 0.06%
5,296
+45
221
$939K 0.06%
1,878
+80
222
$935K 0.06%
13,525
+3,354
223
$934K 0.06%
3,420
-15,167
224
$933K 0.06%
25,053
+2,560
225
$933K 0.06%
12,485
+3,154
7 8
9
10 11