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
251
$1.2M 0.06%
33,284
-8,008
252
$1.19M 0.06%
21,023
+15,378
253
$1.19M 0.06%
20,019
-441
254
$1.18M 0.06%
40,269
+2,580
255
$1.17M 0.06%
12,216
-5,546
256
$1.17M 0.06%
+19,818
257
$1.16M 0.06%
8,162
+2,732
258
$1.16M 0.06%
6,549
+1,826
259
$1.15M 0.06%
11,122
+852
260
$1.14M 0.05%
21,220
-150
261
$1.14M 0.05%
14,307
+445
262
$1.14M 0.05%
8,118
+812
263
$1.12M 0.05%
2,054
-73
264
$1.12M 0.05%
21,404
-530
265
$1.12M 0.05%
20,825
-2,185
266
$1.11M 0.05%
11,090
+94
267
$1.1M 0.05%
+9,926
268
$1.1M 0.05%
15,806
-166
269
$1.09M 0.05%
19,275
+1,067
270
$1.09M 0.05%
55,304
+1,800
271
$1.09M 0.05%
17,555
-423
272
$1.06M 0.05%
1,588
-2
273
$1.06M 0.05%
48,423
+20,925
274
$1.05M 0.05%
22,859
-404
275
$1.03M 0.05%
7,843
+294
9 10
11
12 13