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
626
$162K 0.01%
69,902
+1,312
627
$156K 0.01%
+11,176
628
$141K 0.01%
12,006
+650
629
$130K 0.01%
+13,875
630
$125K 0.01%
29,066
-182
631
$123K 0.01%
+13,557
632
$117K 0.01%
57,230
-52,375
633
$111K 0.01%
18,300
-631
634
$104K 0.01%
12,824
+201
635
$101K ﹤0.01%
10,189
636
$98.3K ﹤0.01%
+10,305
637
$86.4K ﹤0.01%
16,435
-6,025
638
$80.9K ﹤0.01%
946
+606
639
$75.8K ﹤0.01%
+36,100
640
$70.7K ﹤0.01%
18,555
641
$68.3K ﹤0.01%
+15,384
642
$56.2K ﹤0.01%
11,437
-996
643
$50.5K ﹤0.01%
18,416
-359
644
$44.7K ﹤0.01%
22,683
+8,500
645
$44.2K ﹤0.01%
+10,187
646
$41.8K ﹤0.01%
16,512
-34,492
647
$41.7K ﹤0.01%
43,000
648
$37.8K ﹤0.01%
+12,270
649
$33.7K ﹤0.01%
10,193
650
$30.4K ﹤0.01%
+11,456
24 25
26
27 28