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
276
$1.12M 0.05%
64,231
-2,240
277
$1.12M 0.05%
14,845
+496
278
$1.12M 0.05%
19,429
-1,827
279
$1.11M 0.05%
34,978
-2,258
280
$1.09M 0.05%
21,520
-775
281
$1.07M 0.05%
12,491
-19,213
282
$1.03M 0.05%
+18,732
283
$1.03M 0.05%
21,663
-389
284
$1.02M 0.05%
+3,211
285
$1.02M 0.05%
+664
286
$1.01M 0.05%
+3,785
287
$1.01M 0.05%
+1,461
288
$974K 0.05%
71,349
-5,407
289
$972K 0.05%
15,766
+304
290
$967K 0.05%
+4,597
291
$961K 0.05%
84,461
+4,870
292
$954K 0.05%
+4,667
293
$949K 0.05%
13,721
+851
294
$923K 0.04%
90,947
+2,880
295
$920K 0.04%
+4,421
296
$920K 0.04%
56,440
+10,204
297
$912K 0.04%
+4,506
298
$909K 0.04%
+4,941
299
$908K 0.04%
+8,883
300
$901K 0.04%
33,443
+6,710
10 11
12
13 14