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
$2.07B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.02M
3
+$4.18M
4
INTU icon
Intuit
INTU
+$3.8M
5
DE icon
Deere & Co
DE
+$3.8M

Top Sells

1
+$6.73M
2
+$3.39M
3
+$3.01M
4
LMT icon
Lockheed Martin
LMT
+$2.36M
5
SU icon
Suncor Energy
SU
+$2.2M

Sector Composition

1 Technology 21.35%
2 Financials 13.29%
3 Consumer Discretionary 10.01%
4 Industrials 9.23%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.54M 0.07%
12,499
-132
227
$1.49M 0.07%
8,721
-1,462
228
$1.49M 0.07%
+9,008
229
$1.48M 0.07%
55,069
+1,441
230
$1.48M 0.07%
19,516
-321
231
$1.48M 0.07%
+6,958
232
$1.46M 0.07%
11,724
-420
233
$1.46M 0.07%
+11,698
234
$1.45M 0.07%
+91,415
235
$1.44M 0.07%
9,071
-2
236
$1.44M 0.07%
+3,716
237
$1.43M 0.07%
44,979
+4,624
238
$1.42M 0.07%
29,565
+267
239
$1.41M 0.07%
+11,175
240
$1.41M 0.07%
24,396
+242
241
$1.4M 0.07%
+10,511
242
$1.4M 0.07%
18,331
-8,431
243
$1.37M 0.07%
+10,097
244
$1.36M 0.07%
+14,703
245
$1.36M 0.07%
+17,706
246
$1.36M 0.07%
+8,639
247
$1.34M 0.06%
106,593
+6,000
248
$1.34M 0.06%
13,591
+841
249
$1.34M 0.06%
8,672
-2,476
250
$1.31M 0.06%
16,258
+2,776
8 9
10
11 12