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
26
$16.7M 0.8%
73,982
+1,509
27
$16.6M 0.8%
311,057
28
$15.7M 0.76%
33,322
+569
29
$15.4M 0.74%
31,022
+1,974
30
$15.1M 0.73%
82,179
+32,844
31
$14.8M 0.71%
300,762
-3,549
32
$14.3M 0.69%
73,779
+53
33
$13.9M 0.67%
60,730
-4,390
34
$12.9M 0.62%
60,913
-7,568
35
$12.5M 0.6%
298,648
-33,920
36
$12M 0.58%
47,024
-2,420
37
$11.5M 0.55%
118,712
-3,106
38
$11.1M 0.54%
23,560
-4,985
39
$11M 0.53%
384,648
-12,347
40
$10.8M 0.52%
55,636
-209
41
$10.7M 0.52%
87,331
-2,875
42
$10.6M 0.51%
53,141
-1,693
43
$10.1M 0.49%
41,393
-5
44
$9.94M 0.48%
52,021
-2,473
45
$9.75M 0.47%
28,376
-679
46
$9.61M 0.46%
124,703
+21,526
47
$9.47M 0.46%
81,868
+9,852
48
$9.29M 0.45%
56,955
-5,974
49
$9.08M 0.44%
52,991
-4,795
50
$9.07M 0.44%
89,604
-18,353
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