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
551
$245K 0.01%
+12,277
552
$243K 0.01%
483
+6
553
$243K 0.01%
2,877
+17
554
$242K 0.01%
1,470
+101
555
$241K 0.01%
3,842
+1,011
556
$240K 0.01%
+23,810
557
$237K 0.01%
+3,948
558
$236K 0.01%
4,044
-3,282
559
$236K 0.01%
5,481
-11,678
560
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15,861
-402
561
$236K 0.01%
942
-14
562
$236K 0.01%
531
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563
$236K 0.01%
30,399
+140
564
$236K 0.01%
2,383
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565
$235K 0.01%
991
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566
$235K 0.01%
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567
$234K 0.01%
18,732
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568
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3,269
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569
$233K 0.01%
596
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570
$233K 0.01%
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571
$232K 0.01%
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572
$231K 0.01%
11,961
-14,188
573
$231K 0.01%
10,575
574
$230K 0.01%
+2,145
575
$229K 0.01%
1,343
-302
21 22
23
24 25