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
51
$10.5M 0.5%
36,546
+3,564
52
$10.2M 0.49%
30,372
-43
53
$9.46M 0.46%
111,620
-3,719
54
$9.4M 0.45%
44,287
+5,026
55
$9.05M 0.44%
506,961
+125,960
56
$9.02M 0.43%
42,464
-295
57
$8.54M 0.41%
67,272
-2,405
58
$8.45M 0.41%
165,819
-2,083
59
$8.31M 0.4%
39,691
+325
60
$8.29M 0.4%
81,879
+4,848
61
$8.28M 0.4%
180,849
-6,286
62
$8.28M 0.4%
18,241
-1,201
63
$7.51M 0.36%
339,907
-17,575
64
$7.3M 0.35%
68,616
+3,684
65
$7.25M 0.35%
70,265
+1,018
66
$6.88M 0.33%
69,197
-23
67
$6.86M 0.33%
44,076
-59
68
$6.8M 0.33%
454,574
69
$6.76M 0.33%
65,190
+15,426
70
$6.7M 0.32%
145,437
-10,756
71
$6.64M 0.32%
14,565
-1,152
72
$6.33M 0.3%
113,611
+3,672
73
$6.29M 0.3%
56,713
-20,544
74
$6.24M 0.3%
61,838
+45,423
75
$6.17M 0.3%
32,200
+316
1 2
3
4 5