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
476
$358K 0.02%
4,318
-155
477
$357K 0.02%
3,479
-365
478
$355K 0.02%
+978
479
$351K 0.02%
5,009
+302
480
$350K 0.02%
3,883
+1,544
481
$348K 0.02%
6,268
-821
482
$345K 0.02%
5,827
-950
483
$345K 0.02%
7,257
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484
$341K 0.02%
7,248
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485
$337K 0.02%
1,034
486
$337K 0.02%
847
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487
$333K 0.02%
+9,687
488
$331K 0.02%
11,877
-49,598
489
$331K 0.02%
16,248
+2,000
490
$331K 0.02%
161,654
+13,000
491
$330K 0.02%
10,767
+337
492
$325K 0.02%
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493
$325K 0.02%
9,786
-2,636
494
$324K 0.02%
+2,729
495
$321K 0.02%
+10,825
496
$321K 0.02%
2,113
+43
497
$320K 0.02%
3,571
-61
498
$316K 0.02%
9,302
499
$312K 0.02%
11,804
+3,832
500
$310K 0.01%
1,509
+490
18 19
20
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