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
251
$1.28M 0.06%
9,793
-946
252
$1.28M 0.06%
13,227
+2,068
253
$1.27M 0.06%
158,966
+15,996
254
$1.26M 0.06%
+4,160
255
$1.26M 0.06%
2,528
+105
256
$1.25M 0.06%
+25,683
257
$1.25M 0.06%
+5,941
258
$1.24M 0.06%
+9,037
259
$1.24M 0.06%
+1,822
260
$1.24M 0.06%
32,050
+387
261
$1.24M 0.06%
+36,049
262
$1.21M 0.06%
12,805
-2,691
263
$1.21M 0.06%
22,039
-2,999
264
$1.21M 0.06%
+10,334
265
$1.19M 0.06%
+1,228
266
$1.19M 0.06%
+2,705
267
$1.19M 0.06%
+6,947
268
$1.19M 0.06%
36,460
-2,256
269
$1.18M 0.06%
12,664
-849
270
$1.17M 0.06%
10,246
-412
271
$1.17M 0.06%
+74,437
272
$1.16M 0.06%
29,067
-11,481
273
$1.16M 0.06%
+8,771
274
$1.16M 0.06%
+11,381
275
$1.15M 0.06%
23,560
+781
9 10
11
12 13