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
$420M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.23M
3
+$1.85M
4
GE icon
GE Aerospace
GE
+$1.36M
5
MMM icon
3M
MMM
+$1.34M

Top Sells

1
+$1.86M
2
+$1.75M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.26M
5
CAT icon
Caterpillar
CAT
+$1.25M

Sector Composition

1 Financials 13.55%
2 Industrials 13.35%
3 Communication Services 11.18%
4 Technology 10.83%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.44%
17,438
-10,401
52
$2.09M 0.44%
12,962
+3,487
53
$2.06M 0.43%
49,942
+5,111
54
$2.04M 0.43%
24,022
-162
55
$2.03M 0.42%
43,926
+6,595
56
$2.02M 0.42%
14,901
+6
57
$2M 0.42%
16,166
-17
58
$2M 0.42%
47,908
+1,036
59
$1.91M 0.4%
59,405
+4,304
60
$1.9M 0.4%
219,224
+2,024
61
$1.9M 0.4%
12,035
+37
62
$1.89M 0.39%
28,230
-215
63
$1.84M 0.38%
13,602
-56
64
$1.82M 0.38%
24,863
+9,850
65
$1.76M 0.37%
73,305
-1,525
66
$1.75M 0.36%
13,251
+541
67
$1.75M 0.36%
53,133
+2,944
68
$1.75M 0.36%
48,133
+35,046
69
$1.73M 0.36%
7,111
-850
70
$1.71M 0.36%
42,561
-1,248
71
$1.69M 0.35%
13,811
-53
72
$1.63M 0.34%
79,943
-19,762
73
$1.63M 0.34%
30,740
-299
74
$1.5M 0.31%
43,492
+5,614
75
$1.5M 0.31%
8,555
+776
1 2
3
4 5