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
601
$211K 0.01%
2,660
+171
602
$211K 0.01%
+1,781
603
$210K 0.01%
+6,619
604
$210K 0.01%
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605
$209K 0.01%
20,652
+2,151
606
$208K 0.01%
2,700
-224
607
$208K 0.01%
+2,665
608
$206K 0.01%
5,046
-1,125
609
$206K 0.01%
8,288
+206
610
$205K 0.01%
19,115
-610
611
$205K 0.01%
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612
$205K 0.01%
2,311
613
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+1,705
614
$204K 0.01%
1,481
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615
$203K 0.01%
+4,426
616
$202K 0.01%
5,014
-574
617
$201K 0.01%
+7,991
618
$197K 0.01%
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619
$195K 0.01%
18,143
-262
620
$181K 0.01%
10,034
-454
621
$164K 0.01%
23,703
-13,114
622
$160K 0.01%
497
+68
623
$141K 0.01%
12,966
+1,712
624
$136K 0.01%
2,655
+1,325
625
$129K 0.01%
11,600
+400
23 24
25
26 27