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
551
$255K 0.01%
+3,964
552
$254K 0.01%
13,680
-26,863
553
$254K 0.01%
+2,908
554
$253K 0.01%
11,595
-4,086
555
$251K 0.01%
+6,207
556
$250K 0.01%
+1,013
557
$249K 0.01%
+2,421
558
$249K 0.01%
+1,086
559
$248K 0.01%
+7,655
560
$248K 0.01%
+1,878
561
$245K 0.01%
19,643
562
$245K 0.01%
+2,211
563
$245K 0.01%
+28,530
564
$244K 0.01%
5,559
+1
565
$244K 0.01%
13,304
+2
566
$241K 0.01%
+915
567
$241K 0.01%
+1,040
568
$240K 0.01%
+5,718
569
$240K 0.01%
+5,048
570
$239K 0.01%
+20,652
571
$238K 0.01%
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572
$237K 0.01%
+1,792
573
$237K 0.01%
1,911
-353
574
$236K 0.01%
4,845
-1,177
575
$235K 0.01%
+914
21 22
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