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
301
$216K 0.04%
6,315
302
$215K 0.04%
2,980
-573
303
$214K 0.04%
4,467
-5,875
304
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+3,386
305
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+4,601
306
$212K 0.04%
2,866
-577
307
$211K 0.04%
128
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308
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2,374
-1,679
309
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5,131
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310
$208K 0.04%
+8,898
311
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+3,239
312
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+6,091
313
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2,997
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314
$203K 0.04%
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315
$202K 0.04%
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316
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+17,120
317
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318
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319
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14,818
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320
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14,272
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321
$172K 0.04%
22,332
-11,751
322
$161K 0.03%
+10,000
323
$160K 0.03%
+10,098
324
$159K 0.03%
13,663
325
$154K 0.03%
13,620
+1,611
11 12
13
14 15