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
426
$431K 0.02%
52,960
-117,926
427
$431K 0.02%
5,081
-2,876
428
$429K 0.02%
7,417
+155
429
$428K 0.02%
+1,723
430
$428K 0.02%
7,900
+2,136
431
$427K 0.02%
2,689
432
$426K 0.02%
3,736
+274
433
$424K 0.02%
8,540
-150
434
$422K 0.02%
10,721
+4,226
435
$418K 0.02%
7,210
-6,189
436
$418K 0.02%
1,210
+334
437
$417K 0.02%
9,835
+4,512
438
$416K 0.02%
6,371
-258
439
$413K 0.02%
+4,953
440
$410K 0.02%
4,791
+1,014
441
$410K 0.02%
998
+344
442
$408K 0.02%
9,978
-784
443
$406K 0.02%
2,254
+974
444
$405K 0.02%
6,043
+2,415
445
$405K 0.02%
1,110
+166
446
$405K 0.02%
5,521
-4,868
447
$404K 0.02%
29,695
-2,500
448
$404K 0.02%
+8,905
449
$404K 0.02%
8,888
-1,323
450
$404K 0.02%
3,712
-68
16 17
18
19 20