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
626
$117K 0.01%
11,775
627
$106K 0.01%
+11,200
628
$105K 0.01%
21,698
-1,614
629
$99K ﹤0.01%
1,493
+45
630
$98K ﹤0.01%
11,286
+10,572
631
$97K ﹤0.01%
14,746
-2,404
632
$90K ﹤0.01%
11,268
-1,636
633
$84K ﹤0.01%
24,100
634
$80K ﹤0.01%
33,268
+11,291
635
$80K ﹤0.01%
14,695
-416
636
$78K ﹤0.01%
18,491
-2,634
637
$78K ﹤0.01%
14,790
-650
638
$70K ﹤0.01%
10,278
-2,196
639
$67K ﹤0.01%
+321
640
$66K ﹤0.01%
+13,720
641
$61K ﹤0.01%
353
-628
642
$55K ﹤0.01%
+10,250
643
$49K ﹤0.01%
10,770
+500
644
$48K ﹤0.01%
294
+75
645
$46K ﹤0.01%
10,000
646
$44K ﹤0.01%
12,345
647
$43K ﹤0.01%
+150
648
$43K ﹤0.01%
74,850
-10,700
649
$38K ﹤0.01%
124,900
+123,860
650
$32K ﹤0.01%
819
24 25
26
27 28