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
401
$483K 0.02%
4,383
+109
402
$481K 0.02%
7,254
+557
403
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1,312
+81
404
$479K 0.02%
7,292
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405
$478K 0.02%
10,415
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406
$478K 0.02%
+5,337
407
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3,624
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408
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399
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409
$474K 0.02%
7,888
+1,665
410
$472K 0.02%
21,191
-23,124
411
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6,198
-16
412
$463K 0.02%
20,489
413
$461K 0.02%
7,759
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414
$461K 0.02%
894
+247
415
$455K 0.02%
6,958
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416
$454K 0.02%
33,342
+3,882
417
$452K 0.02%
13,526
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418
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6,773
419
$450K 0.02%
4,810
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420
$446K 0.02%
5,083
-111
421
$444K 0.02%
+5,777
422
$443K 0.02%
1,088
-42
423
$441K 0.02%
8,592
-684
424
$436K 0.02%
1,925
-5,770
425
$435K 0.02%
3,261
-4,707
15 16
17
18 19