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
$1.82B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.87M
3
+$5.36M
4
DVN icon
Devon Energy
DVN
+$5.16M
5
COF icon
Capital One
COF
+$4.95M

Top Sells

1
+$6.39M
2
+$6.15M
3
+$5.95M
4
AAPL icon
Apple
AAPL
+$3.45M
5
TECK icon
Teck Resources
TECK
+$3.23M

Sector Composition

1 Technology 23.92%
2 Consumer Discretionary 13.43%
3 Industrials 12.07%
4 Financials 11.85%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$537K 0.03%
5,223
-103
377
$536K 0.03%
10,966
+27
378
$534K 0.03%
9,135
+2,094
379
$532K 0.03%
2,243
-34
380
$531K 0.03%
10,884
381
$527K 0.03%
10,017
+1
382
$524K 0.03%
7,608
+659
383
$524K 0.03%
16,749
+134
384
$522K 0.03%
10,613
-503
385
$521K 0.03%
6,499
+546
386
$521K 0.03%
8,243
-113
387
$519K 0.03%
5,686
+959
388
$516K 0.03%
6,230
+40
389
$506K 0.03%
20,489
390
$503K 0.03%
9,040
+1,905
391
$502K 0.03%
14,892
+290
392
$501K 0.03%
9,940
+2,685
393
$498K 0.03%
+15,569
394
$493K 0.03%
4,434
-54
395
$489K 0.03%
5,780
-393
396
$488K 0.03%
3,620
+361
397
$488K 0.03%
4,238
-7
398
$487K 0.03%
10,753
-498
399
$482K 0.03%
3,116
-88
400
$481K 0.03%
+6,739
14 15
16
17 18