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
576
$234K 0.01%
+10,734
577
$234K 0.01%
2,911
-305
578
$233K 0.01%
+1,599
579
$231K 0.01%
+3,402
580
$228K 0.01%
+4,240
581
$228K 0.01%
26,999
+10,901
582
$226K 0.01%
+3,715
583
$225K 0.01%
+1,155
584
$225K 0.01%
+7,455
585
$222K 0.01%
9,118
586
$222K 0.01%
19,788
+1,804
587
$221K 0.01%
+5,528
588
$221K 0.01%
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589
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2,070
590
$220K 0.01%
+1,146
591
$220K 0.01%
17,534
+528
592
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+1,211
593
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594
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595
$217K 0.01%
11,059
-1,547
596
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+2,446
597
$215K 0.01%
+3,150
598
$215K 0.01%
+4,890
599
$214K 0.01%
952
600
$214K 0.01%
12,470
+1,748
22 23
24
25 26