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
526
$267K 0.01%
2,027
-44
527
$266K 0.01%
+2,723
528
$264K 0.01%
1,286
529
$263K 0.01%
3,230
-51
530
$262K 0.01%
5,555
+1,199
531
$262K 0.01%
19,065
-13,653
532
$262K 0.01%
2,713
-17
533
$262K 0.01%
8,084
+101
534
$261K 0.01%
2,788
-353
535
$260K 0.01%
5,536
+672
536
$259K 0.01%
+2,200
537
$258K 0.01%
3,779
+1
538
$257K 0.01%
4,044
-74
539
$257K 0.01%
2,179
540
$256K 0.01%
+3,914
541
$256K 0.01%
5,071
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542
$256K 0.01%
1,792
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543
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544
$254K 0.01%
3,474
-356
545
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546
$251K 0.01%
2,281
-2,226
547
$250K 0.01%
2,224
-40
548
$249K 0.01%
1,182
+102
549
$247K 0.01%
1,470
550
$245K 0.01%
+12,277
20 21
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