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
$420M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.23M
3
+$1.85M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MMM icon
3M
MMM
+$1.34M

Top Sells

1
+$1.86M
2
+$1.75M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.26M
5
CAT icon
Caterpillar
CAT
+$1.25M

Sector Composition

1 Financials 13.55%
2 Industrials 13.35%
3 Communication Services 11.18%
4 Technology 10.83%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 0.87%
156,167
+381
27
$3.98M 0.83%
38,276
+4,211
28
$3.55M 0.74%
27,893
+871
29
$3.46M 0.72%
81,474
+1,781
30
$3.38M 0.7%
145,179
+28,113
31
$3.35M 0.7%
39,780
+3,775
32
$3.22M 0.67%
17,418
-3,147
33
$3.05M 0.63%
44,447
+1,046
34
$3.03M 0.63%
194,169
+6,893
35
$2.92M 0.61%
37,269
-10,349
36
$2.85M 0.59%
44,025
+21,006
37
$2.81M 0.58%
31,487
-1,194
38
$2.75M 0.57%
18,032
+1,049
39
$2.67M 0.56%
34,774
+4,361
40
$2.61M 0.54%
40,595
+4,427
41
$2.57M 0.54%
46,599
-1,359
42
$2.53M 0.53%
25,202
+1,707
43
$2.52M 0.52%
37,225
+10,250
44
$2.43M 0.51%
169,588
-290
45
$2.41M 0.5%
68,941
+12,748
46
$2.41M 0.5%
14,455
+4,590
47
$2.31M 0.48%
25,197
-182
48
$2.26M 0.47%
35,674
+5,319
49
$2.19M 0.46%
34,127
+290
50
$2.12M 0.44%
13,623
-23
1
2
3 4 5