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
451
$404K 0.02%
1,842
-120
452
$396K 0.02%
+10,229
453
$395K 0.02%
1,722
+164
454
$395K 0.02%
2,885
-76
455
$394K 0.02%
+6,790
456
$394K 0.02%
+8,106
457
$393K 0.02%
11,292
+4,613
458
$391K 0.02%
+4,646
459
$386K 0.02%
3,018
+527
460
$386K 0.02%
21,480
-330
461
$385K 0.02%
1,337
+50
462
$382K 0.02%
+3,765
463
$381K 0.02%
5,280
-410
464
$380K 0.02%
14,319
-345
465
$379K 0.02%
13,980
+370
466
$377K 0.02%
5,220
+2,122
467
$372K 0.02%
40,302
-4,697
468
$372K 0.02%
2,157
-404
469
$371K 0.02%
8,136
-326
470
$369K 0.02%
+4,830
471
$367K 0.02%
495
-41
472
$366K 0.02%
8,840
+4,438
473
$360K 0.02%
21,665
+1,101
474
$359K 0.02%
8,699
+315
475
$359K 0.02%
9,478
+834
17 18
19
20 21