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
$420M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.23M
3
+$1.85M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MMM icon
3M
MMM
+$1.34M

Top Sells

1
+$1.86M
2
+$1.75M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.26M
5
CAT icon
Caterpillar
CAT
+$1.25M

Sector Composition

1 Financials 13.55%
2 Industrials 13.35%
3 Communication Services 11.18%
4 Technology 10.83%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$276K 0.06%
+1,190
252
$269K 0.06%
2,744
+239
253
$268K 0.06%
+4,773
254
$268K 0.06%
4,242
+305
255
$266K 0.06%
1,270
-21
256
$266K 0.06%
7,009
+1,064
257
$266K 0.06%
68,068
+7,475
258
$265K 0.06%
19,057
+295
259
$265K 0.06%
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260
$264K 0.05%
9,958
-930
261
$263K 0.05%
4,646
+62
262
$261K 0.05%
2,447
-541
263
$261K 0.05%
1,656
+21
264
$260K 0.05%
17,186
+1,050
265
$260K 0.05%
2,279
-574
266
$255K 0.05%
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267
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86
268
$254K 0.05%
10,164
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269
$254K 0.05%
+4,515
270
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+3,053
271
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1,873
+263
272
$247K 0.05%
5,751
-25
273
$244K 0.05%
15,740
+2,730
274
$244K 0.05%
+3,743
275
$241K 0.05%
34,991
9 10
11
12 13