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
501
$323K 0.02%
+2,092
502
$323K 0.02%
+942
503
$322K 0.02%
8,244
-5,008
504
$320K 0.02%
19,836
-321
505
$318K 0.02%
+7,359
506
$312K 0.02%
20,806
507
$312K 0.02%
+7,724
508
$311K 0.02%
+5,164
509
$309K 0.01%
+9,478
510
$309K 0.01%
+9,674
511
$308K 0.01%
+3,822
512
$308K 0.01%
13,026
+1,821
513
$306K 0.01%
39,718
+595
514
$302K 0.01%
+4,277
515
$300K 0.01%
+4,982
516
$299K 0.01%
+17,579
517
$295K 0.01%
+6,728
518
$295K 0.01%
+6,000
519
$293K 0.01%
+4,200
520
$292K 0.01%
+4,969
521
$290K 0.01%
+3,077
522
$290K 0.01%
+4,178
523
$285K 0.01%
+1,224
524
$285K 0.01%
+2,014
525
$285K 0.01%
+1,551
19 20
21
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