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
301
$896K 0.04%
33,442
-3,182
302
$893K 0.04%
+72,210
303
$887K 0.04%
27,000
304
$881K 0.04%
13,899
+1,599
305
$879K 0.04%
+5,726
306
$879K 0.04%
+7,934
307
$876K 0.04%
+5,278
308
$873K 0.04%
+16,470
309
$868K 0.04%
4,581
-16
310
$849K 0.04%
+3,759
311
$840K 0.04%
+2,424
312
$839K 0.04%
12,228
+880
313
$838K 0.04%
14,379
-1,655
314
$838K 0.04%
15,155
+1,132
315
$833K 0.04%
+2,086
316
$832K 0.04%
47,830
+11,604
317
$830K 0.04%
+7,679
318
$824K 0.04%
21,946
-39,392
319
$819K 0.04%
15,343
-4,117
320
$816K 0.04%
15,530
+216
321
$805K 0.04%
+44,430
322
$805K 0.04%
13,634
-4,829
323
$805K 0.04%
+3,968
324
$804K 0.04%
46,262
325
$801K 0.04%
15,830
-25,292
11 12
13
14 15