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
26
$16.5M 0.8%
332,880
-1,212
27
$16.4M 0.79%
146,674
-18,298
28
$16.1M 0.77%
96,167
+770
29
$15.9M 0.77%
280,751
-14,440
30
$15.5M 0.75%
30,462
+5,801
31
$14.9M 0.72%
180,847
-6,132
32
$14.7M 0.71%
66,081
-148
33
$14.7M 0.71%
106,940
-5,829
34
$14.2M 0.68%
66,397
+627
35
$13.1M 0.63%
110,545
+27,993
36
$13.1M 0.63%
375,592
-82,544
37
$12.3M 0.59%
237,956
+17,305
38
$12.3M 0.59%
49,486
+11,544
39
$11.8M 0.57%
65,270
+4,278
40
$11.8M 0.57%
64,317
-2,978
41
$11.7M 0.56%
60,174
+2,543
42
$11.7M 0.56%
42,797
-2,385
43
$11.6M 0.56%
85,947
-3,675
44
$11.4M 0.55%
30,488
+2,570
45
$11.4M 0.55%
56,438
+4,313
46
$11.3M 0.54%
25,609
+1,562
47
$10.8M 0.52%
49,848
+1,397
48
$10.6M 0.51%
80,835
+10,119
49
$10.6M 0.51%
84,836
+1,367
50
$10.5M 0.51%
66,306
-1,364
1
2
3 4 5