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
451
$431K 0.02%
+366
452
$427K 0.02%
+4,473
453
$424K 0.02%
+2,295
454
$422K 0.02%
+2,467
455
$419K 0.02%
+6,214
456
$417K 0.02%
+8,028
457
$414K 0.02%
+4,500
458
$410K 0.02%
6,670
-1,105
459
$407K 0.02%
+1,809
460
$405K 0.02%
19,340
+1,544
461
$405K 0.02%
+5,786
462
$404K 0.02%
+3,863
463
$400K 0.02%
+4,528
464
$399K 0.02%
+10,618
465
$396K 0.02%
+11,160
466
$396K 0.02%
+6,338
467
$393K 0.02%
+1,996
468
$392K 0.02%
13,253
-801
469
$391K 0.02%
9,025
-1,337
470
$390K 0.02%
+541
471
$388K 0.02%
+8,235
472
$388K 0.02%
+1,572
473
$379K 0.02%
+1,203
474
$376K 0.02%
+5,560
475
$374K 0.02%
+1,246
17 18
19
20 21