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
351
$638K 0.03%
3,111
-3,446
352
$624K 0.03%
14,942
+1,854
353
$620K 0.03%
5,191
+2,169
354
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3,820
355
$607K 0.03%
6,881
+137
356
$603K 0.03%
4,535
+2,917
357
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4,187
-1
358
$594K 0.03%
4,695
+208
359
$587K 0.03%
10,215
+1,298
360
$587K 0.03%
2,246
361
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13,819
+2,218
362
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3,850
+1,932
363
$576K 0.03%
5,677
-1,649
364
$576K 0.03%
+14,324
365
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+4,572
366
$571K 0.03%
4,222
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367
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1,309
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368
$570K 0.03%
6,806
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369
$566K 0.03%
9,341
-5,352
370
$563K 0.03%
13,008
+5,616
371
$560K 0.03%
22,762
-3,588
372
$559K 0.03%
3,839
+118
373
$557K 0.03%
20,806
374
$548K 0.03%
10,884
375
$547K 0.03%
7,091
-174
13 14
15
16 17