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
426
$420K 0.02%
11,154
+62
427
$419K 0.02%
+2,415
428
$418K 0.02%
3,094
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429
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2,275
-69
430
$417K 0.02%
893
-19
431
$416K 0.02%
12,157
+1,101
432
$414K 0.02%
19,580
+4,900
433
$412K 0.02%
3,735
434
$411K 0.02%
14,946
+3,231
435
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4,220
+16
436
$406K 0.02%
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437
$405K 0.02%
3,103
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438
$402K 0.02%
5,147
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439
$397K 0.02%
2,689
-240
440
$396K 0.02%
2,349
-80
441
$395K 0.02%
2,993
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442
$394K 0.02%
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443
$394K 0.02%
6,524
+1,253
444
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1,615
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445
$390K 0.02%
7,401
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446
$388K 0.02%
22,660
-1,287
447
$386K 0.02%
1,192
+41
448
$383K 0.02%
15,034
-13
449
$382K 0.02%
7,177
-2,747
450
$381K 0.02%
+1,700
16 17
18
19 20