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
$1.82B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.87M
3
+$5.36M
4
DVN icon
Devon Energy
DVN
+$5.16M
5
COF icon
Capital One
COF
+$4.95M

Top Sells

1
+$6.39M
2
+$6.15M
3
+$5.95M
4
AAPL icon
Apple
AAPL
+$3.45M
5
TECK icon
Teck Resources
TECK
+$3.23M

Sector Composition

1 Technology 23.93%
2 Consumer Discretionary 13.43%
3 Industrials 12.07%
4 Financials 11.85%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$306K 0.02%
5,808
+60
502
$305K 0.02%
3,726
-120
503
$304K 0.02%
19,531
+6,712
504
$302K 0.02%
1,990
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505
$301K 0.02%
1,704
-37
506
$300K 0.02%
3,312
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507
$296K 0.02%
+4,780
508
$296K 0.02%
4,129
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509
$295K 0.02%
8,578
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510
$295K 0.02%
5,362
511
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+6,307
512
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4,926
513
$288K 0.02%
16,794
-4,588
514
$287K 0.02%
5,480
+40
515
$286K 0.02%
3,792
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516
$285K 0.02%
9,350
-1,025
517
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2,683
518
$282K 0.02%
1,591
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519
$282K 0.02%
+7,277
520
$281K 0.02%
6,386
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521
$279K 0.02%
6,772
+1,542
522
$278K 0.02%
2,304
+43
523
$278K 0.02%
7,481
-623
524
$278K 0.02%
+10,950
525
$277K 0.02%
5,795
+1,025
19 20
21
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