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
276
$238K 0.05%
5,946
+197
277
$238K 0.05%
+3,802
278
$237K 0.05%
5,635
-200
279
$236K 0.05%
8,814
-1,974
280
$233K 0.05%
+5,592
281
$233K 0.05%
4,069
-136
282
$232K 0.05%
+9,504
283
$230K 0.05%
7,964
+268
284
$227K 0.05%
+2,816
285
$226K 0.05%
8,113
286
$226K 0.05%
+11,501
287
$223K 0.05%
8,117
-8,444
288
$223K 0.05%
3,340
-21
289
$222K 0.05%
1,607
+26
290
$222K 0.05%
9,064
+600
291
$221K 0.05%
2,724
+27
292
$221K 0.05%
1,960
-98
293
$221K 0.05%
+17,221
294
$221K 0.05%
41,109
+1,009
295
$220K 0.05%
+5,005
296
$219K 0.05%
2,431
-20
297
$218K 0.05%
+3,381
298
$217K 0.05%
+8,410
299
$217K 0.05%
63,700
-6,500
300
$216K 0.04%
+1,576
10 11
12
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