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
326
$714K 0.03%
8,259
+493
327
$713K 0.03%
1,407
-191
328
$712K 0.03%
5,944
+536
329
$706K 0.03%
28,596
+561
330
$705K 0.03%
+18,603
331
$703K 0.03%
16,767
-14,709
332
$702K 0.03%
2,336
+67
333
$701K 0.03%
4,592
-1,527
334
$699K 0.03%
13,374
-7,884
335
$699K 0.03%
7,008
+568
336
$693K 0.03%
11,396
+613
337
$691K 0.03%
13,351
+1,080
338
$669K 0.03%
5,342
-1,036
339
$667K 0.03%
7,959
-1,042
340
$667K 0.03%
36,551
+4,627
341
$657K 0.03%
3,234
+1,040
342
$655K 0.03%
7,864
-35
343
$652K 0.03%
7,728
+3,143
344
$649K 0.03%
3,554
-49
345
$648K 0.03%
7,167
+324
346
$647K 0.03%
21,784
+9,368
347
$643K 0.03%
33,026
+12,388
348
$643K 0.03%
6,253
-197
349
$640K 0.03%
28,591
-13,327
350
$639K 0.03%
8,048
+1,899
12 13
14
15 16