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
201
$3.12M 0.09%
17,027
+56
202
$3.04M 0.09%
34,412
+1,839
203
$3.02M 0.09%
16,639
-7,278
204
$3.02M 0.09%
5,664
+394
205
$3M 0.09%
44,452
-1,016
206
$2.99M 0.09%
53,178
-17,826
207
$2.93M 0.08%
86,721
+836
208
$2.93M 0.08%
11,865
+3,974
209
$2.88M 0.08%
17,153
+285
210
$2.88M 0.08%
3,474
+202
211
$2.84M 0.08%
8,104
+100
212
$2.82M 0.08%
31,015
-861
213
$2.79M 0.08%
29,762
+19,950
214
$2.78M 0.08%
27,132
-543
215
$2.76M 0.08%
28,712
+70
216
$2.7M 0.08%
32,527
-589
217
$2.69M 0.08%
26,815
-1,351
218
$2.69M 0.08%
+5,981
219
$2.67M 0.08%
9,678
-89
220
$2.66M 0.08%
23,101
-5,109
221
$2.66M 0.08%
36,786
+1,144
222
$2.63M 0.08%
14,326
+4,585
223
$2.63M 0.08%
+52,721
224
$2.59M 0.07%
48,225
-14,613
225
$2.59M 0.07%
28,141
-245
7 8
9
10 11