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
$1.82B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.87M
3
+$5.36M
4
DVN icon
Devon Energy
DVN
+$5.16M
5
COF icon
Capital One
COF
+$4.95M

Top Sells

1
+$6.39M
2
+$6.15M
3
+$5.95M
4
AAPL icon
Apple
AAPL
+$3.45M
5
TECK icon
Teck Resources
TECK
+$3.23M

Sector Composition

1 Technology 23.93%
2 Consumer Discretionary 13.43%
3 Industrials 12.07%
4 Financials 11.85%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$212K 0.01%
3,170
+4
577
$212K 0.01%
+2,344
578
$212K 0.01%
14,858
+4,223
579
$211K 0.01%
19,800
+500
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581
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6,633
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582
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583
$208K 0.01%
7,816
-182
584
$204K 0.01%
+1,189
585
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1,882
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586
$203K 0.01%
4,304
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587
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588
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17,500
-3,485
589
$194K 0.01%
13,543
-18,232
590
$181K 0.01%
5,153
-177
591
$177K 0.01%
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592
$175K 0.01%
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593
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25,310
-600
594
$171K 0.01%
76,650
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595
$167K 0.01%
40,157
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596
$164K 0.01%
10,679
-925
597
$162K 0.01%
12,252
598
$144K 0.01%
14,150
-1,421
599
$137K 0.01%
24,100
-43
600
$115K 0.01%
+11,775
22 23
24
25 26