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
426
$489K 0.02%
+8,266
427
$487K 0.02%
32,991
-4,692
428
$484K 0.02%
+5,828
429
$481K 0.02%
13,634
-1,066
430
$475K 0.02%
+9,680
431
$475K 0.02%
+6,537
432
$475K 0.02%
10,380
-2,801
433
$468K 0.02%
31,019
-16,671
434
$468K 0.02%
+3,640
435
$463K 0.02%
+7,049
436
$463K 0.02%
+5,898
437
$458K 0.02%
+3,235
438
$455K 0.02%
+6,973
439
$455K 0.02%
15,246
-15,427
440
$450K 0.02%
+10,136
441
$443K 0.02%
+6,732
442
$442K 0.02%
+3,672
443
$441K 0.02%
+1,398
444
$440K 0.02%
+7,003
445
$440K 0.02%
5,469
+2,075
446
$436K 0.02%
12,263
+464
447
$435K 0.02%
+3,741
448
$434K 0.02%
+5,926
449
$433K 0.02%
+3,350
450
$431K 0.02%
+5,257
16 17
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