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
651
$28.5K ﹤0.01%
16,207
+4,850
652
$26.9K ﹤0.01%
2,704
+60
653
$23.5K ﹤0.01%
3,721
-24,413
654
$22.5K ﹤0.01%
18,292
+2
655
$21.6K ﹤0.01%
309
+15
656
$21K ﹤0.01%
12,345
657
$20.8K ﹤0.01%
17,191
+4,219
658
$20.7K ﹤0.01%
16,025
-1,000
659
$18.5K ﹤0.01%
+2,000
660
$17.9K ﹤0.01%
494
+28
661
– –
0
662
$15.9K ﹤0.01%
10,000
-350
663
$15.1K ﹤0.01%
11,284
664
$12.1K ﹤0.01%
272
+10
665
$8.53K ﹤0.01%
601
-1,313
666
$8.1K ﹤0.01%
10,800
667
$5.19K ﹤0.01%
10,000
668
$2.93K ﹤0.01%
1,003
669
– –
-313
670
– –
-16,502
671
– –
-18,824
672
– –
-3,744
673
– –
-20,561
674
– –
-71,698
675
– –
-5,351
25 26
27
28 29