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
$1.82B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.87M
3
+$5.36M
4
DVN icon
Devon Energy
DVN
+$5.16M
5
COF icon
Capital One
COF
+$4.95M

Top Sells

1
+$6.39M
2
+$6.15M
3
+$5.95M
4
AAPL icon
Apple
AAPL
+$3.45M
5
TECK icon
Teck Resources
TECK
+$3.23M

Sector Composition

1 Technology 23.93%
2 Consumer Discretionary 13.43%
3 Industrials 12.07%
4 Financials 11.85%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.87M 0.49%
23,437
+8,283
52
$8.83M 0.48%
159,033
+2,122
53
$8.77M 0.48%
31,376
-7,730
54
$8.58M 0.47%
394,527
-47,526
55
$8.55M 0.47%
14,595
+5,224
56
$8.48M 0.46%
216,580
+8,413
57
$8.47M 0.46%
66,885
-6,258
58
$8.42M 0.46%
37,664
-2,238
59
$8.17M 0.45%
163,080
+131,159
60
$8.11M 0.44%
37,528
-3,095
61
$7.92M 0.43%
45,499
-10,040
62
$7.87M 0.43%
18,305
-695
63
$7.64M 0.42%
455,601
-88,269
64
$7.57M 0.42%
377,356
-29,449
65
$7.53M 0.41%
19,452
-3,161
66
$7.47M 0.41%
78,266
-8,618
67
$7.29M 0.4%
37,567
-5,997
68
$7.28M 0.4%
31,714
-3,020
69
$7.13M 0.39%
44,127
-4,377
70
$7.07M 0.39%
121,421
-35,590
71
$6.68M 0.37%
91,225
+6,095
72
$6.47M 0.35%
67,434
+61,146
73
$6.46M 0.35%
102,329
-861
74
$6.43M 0.35%
61,434
+2,469
75
$6.43M 0.35%
77,065
+1,925
1 2
3
4 5