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
501
$305K 0.01%
1,984
+113
502
$304K 0.01%
4,413
+1,454
503
$304K 0.01%
+4,344
504
$303K 0.01%
1,778
-13
505
$300K 0.01%
+4,182
506
$299K 0.01%
+3,407
507
$295K 0.01%
6,564
508
$295K 0.01%
2,024
-30
509
$293K 0.01%
+4,964
510
$292K 0.01%
1,422
+36
511
$291K 0.01%
+3,413
512
$290K 0.01%
1,254
-15
513
$289K 0.01%
6,277
+185
514
$288K 0.01%
32,569
-29,630
515
$283K 0.01%
10,634
-1,090
516
$283K 0.01%
8,987
-10,121
517
$278K 0.01%
6,030
-22,820
518
$275K 0.01%
+3,024
519
$273K 0.01%
1,578
-4,704
520
$271K 0.01%
9,482
-90
521
$271K 0.01%
10,525
-4,900
522
$269K 0.01%
1,995
+175
523
$269K 0.01%
5,424
+1,147
524
$268K 0.01%
5,778
+795
525
$268K 0.01%
12,270
-2,941
19 20
21
22 23