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
$2.07B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.02M
3
+$4.18M
4
INTU icon
Intuit
INTU
+$3.8M
5
DE icon
Deere & Co
DE
+$3.8M

Top Sells

1
+$6.73M
2
+$3.39M
3
+$3.01M
4
LMT icon
Lockheed Martin
LMT
+$2.36M
5
SU icon
Suncor Energy
SU
+$2.2M

Sector Composition

1 Technology 21.35%
2 Financials 13.29%
3 Consumer Discretionary 10.01%
4 Industrials 9.23%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$545K 0.03%
+13,816
402
$544K 0.03%
+5,652
403
$542K 0.03%
+5,263
404
$538K 0.03%
+19,966
405
$537K 0.03%
19,322
-778
406
$536K 0.03%
11,271
+329
407
$533K 0.03%
11,859
-878
408
$532K 0.03%
+3,720
409
$530K 0.03%
14,172
-1,930
410
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+1,451
411
$528K 0.03%
23,361
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412
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65,032
413
$527K 0.03%
1,643
-864
414
$526K 0.03%
+1,730
415
$525K 0.03%
+5,588
416
$524K 0.03%
11,888
-17,097
417
$522K 0.03%
+6,668
418
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+9,750
419
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+8,633
420
$520K 0.03%
26,637
-2,032
421
$513K 0.02%
+7,478
422
$513K 0.02%
+3,303
423
$510K 0.02%
11,487
-354
424
$507K 0.02%
+4,818
425
$502K 0.02%
11,569
-384
15 16
17
18 19