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
$2.08B
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.79M
3
+$8.4M
4
AMD icon
Advanced Micro Devices
AMD
+$7.86M
5
CVX icon
Chevron
CVX
+$6.15M

Top Sells

1
+$6.52M
2
+$5.86M
3
+$4.29M
4
F icon
Ford
F
+$3.96M
5
HUN icon
Huntsman Corp
HUN
+$3.36M

Sector Composition

1 Technology 25.59%
2 Financials 12.57%
3 Consumer Discretionary 12.33%
4 Industrials 10.55%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.5M 0.07%
32,440
+105
227
$1.47M 0.07%
+13,436
228
$1.46M 0.07%
26,848
-494
229
$1.46M 0.07%
621
+28
230
$1.45M 0.07%
21,420
+2,799
231
$1.44M 0.07%
6,327
-743
232
$1.44M 0.07%
44,607
+37,041
233
$1.38M 0.07%
6,089
-166
234
$1.35M 0.07%
30,200
+13,099
235
$1.34M 0.06%
18,945
+7,231
236
$1.34M 0.06%
11,290
-140
237
$1.32M 0.06%
13,915
+7,813
238
$1.32M 0.06%
9,704
+127
239
$1.31M 0.06%
28,800
+645
240
$1.3M 0.06%
8,037
-1,984
241
$1.29M 0.06%
+8,117
242
$1.28M 0.06%
3,854
+606
243
$1.27M 0.06%
5,716
-85
244
$1.27M 0.06%
26,050
+10,220
245
$1.26M 0.06%
5,014
+310
246
$1.24M 0.06%
8,978
+5,803
247
$1.24M 0.06%
11,535
+4,132
248
$1.24M 0.06%
7,044
-514
249
$1.24M 0.06%
36,794
-1,003
250
$1.23M 0.06%
13,840
-323
8 9
10
11 12