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
476
$374K 0.02%
11,724
-726
477
$373K 0.02%
12,060
478
$366K 0.02%
+7,512
479
$360K 0.02%
14,050
-3,165
480
$358K 0.02%
11,945
-1,800
481
$356K 0.02%
9,505
-17,974
482
$355K 0.02%
+4,878
483
$355K 0.02%
13,009
-774
484
$354K 0.02%
18,848
+1,500
485
$353K 0.02%
+7,117
486
$352K 0.02%
+2,115
487
$350K 0.02%
+2,320
488
$341K 0.02%
+9,912
489
$338K 0.02%
+4,554
490
$335K 0.02%
+3,353
491
$334K 0.02%
+6,772
492
$333K 0.02%
+1,583
493
$330K 0.02%
+928
494
$330K 0.02%
+6,062
495
$327K 0.02%
+1,444
496
$325K 0.02%
+2,613
497
$325K 0.02%
+1,769
498
$324K 0.02%
+8,746
499
$323K 0.02%
+4,376
500
$323K 0.02%
+991
18 19
20
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