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
576
$228K 0.01%
952
+13
577
$228K 0.01%
5,770
-64
578
$226K 0.01%
+5,547
579
$226K 0.01%
9,118
580
$226K 0.01%
6,900
581
$225K 0.01%
1,741
+413
582
$225K 0.01%
8,495
-1,061
583
$224K 0.01%
+1,504
584
$224K 0.01%
6,541
+323
585
$223K 0.01%
4,375
-28
586
$222K 0.01%
3,066
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587
$221K 0.01%
59,308
-12,821
588
$219K 0.01%
4,468
-1,508
589
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+2,753
590
$218K 0.01%
1,858
-110
591
$218K 0.01%
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592
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1,236
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594
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595
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596
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597
$215K 0.01%
10,144
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598
$215K 0.01%
1,748
-106
599
$214K 0.01%
+698
600
$212K 0.01%
5,968
-144
22 23
24
25 26