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 23.93%
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
401
$481K 0.03%
+6,739
402
$479K 0.03%
57,149
-7,491
403
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5,664
+2,509
404
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7,910
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405
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12,840
-762
406
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20,806
407
$462K 0.03%
10,700
408
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11,884
-1,823
409
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410
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411
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412
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4,080
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3,332
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415
$449K 0.02%
9,000
416
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6,418
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419
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420
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1,499
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422
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423
$433K 0.02%
2,983
-238
424
$431K 0.02%
8,426
+3,435
425
$424K 0.02%
4,063
-170
15 16
17
18 19