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
376
$543K 0.03%
5,406
-81
377
$543K 0.03%
1,568
+68
378
$531K 0.03%
13,801
+4,928
379
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1
380
$528K 0.03%
+4,390
381
$522K 0.03%
2,264
+1,122
382
$520K 0.03%
13,816
383
$520K 0.03%
3,802
-459
384
$518K 0.02%
8,107
+1,185
385
$518K 0.02%
6,491
386
$517K 0.02%
14,018
+6,308
387
$517K 0.02%
5,937
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388
$513K 0.02%
10,464
+210
389
$509K 0.02%
4,618
-2,027
390
$506K 0.02%
11,027
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391
$505K 0.02%
8,877
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392
$502K 0.02%
2,713
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393
$500K 0.02%
2,388
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394
$498K 0.02%
17,437
+5,301
395
$498K 0.02%
3,020
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396
$498K 0.02%
24,919
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397
$497K 0.02%
+1,906
398
$495K 0.02%
2,065
+624
399
$489K 0.02%
16,026
+1,008
400
$488K 0.02%
4,196
+355
14 15
16
17 18