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
276
$1.03M 0.05%
15,952
-717
277
$1.02M 0.05%
4,612
+76
278
$1.01M 0.05%
26,169
+1,146
279
$1.01M 0.05%
19,487
+8,885
280
$993K 0.05%
75,823
+14,310
281
$990K 0.05%
4,618
-11,593
282
$989K 0.05%
16,919
-6,812
283
$979K 0.05%
6,462
-91
284
$975K 0.05%
15,610
-150
285
$974K 0.05%
4,697
-435
286
$973K 0.05%
85,900
+61,465
287
$953K 0.05%
6,393
-5
288
$950K 0.05%
27,000
289
$942K 0.05%
18,634
+4,976
290
$938K 0.05%
5,665
+3,375
291
$909K 0.04%
4,505
-271
292
$903K 0.04%
4,892
+1,197
293
$894K 0.04%
+86,490
294
$892K 0.04%
17,855
295
$888K 0.04%
6,767
+2,801
296
$882K 0.04%
31,333
-480
297
$872K 0.04%
+112,466
298
$865K 0.04%
6,550
-22
299
$862K 0.04%
2,935
+120
300
$859K 0.04%
8,689
-51
10 11
12
13 14