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
51
$8.93M 0.43%
218,962
-18,095
52
$8.65M 0.42%
44,097
-1,160
53
$8.51M 0.41%
24,619
-4,278
54
$8.49M 0.41%
29,695
-484
55
$8.4M 0.41%
23,117
-517
56
$8.28M 0.4%
41,155
-2,058
57
$8.02M 0.39%
115,233
+7,264
58
$7.93M 0.38%
74,507
+856
59
$7.85M 0.38%
79,134
-617
60
$7.84M 0.38%
47,355
-5,060
61
$7.61M 0.37%
69,094
-3,435
62
$7.35M 0.35%
114,590
+150
63
$7.32M 0.35%
188,115
-12,637
64
$7.18M 0.35%
20,190
+701
65
$7.08M 0.34%
63,195
+16
66
$6.78M 0.33%
150,210
+6,519
67
$6.54M 0.32%
651,195
-26,657
68
$6.5M 0.31%
28,148
69
$6.45M 0.31%
44,023
70
$6.33M 0.3%
62,886
+14,096
71
$6.24M 0.3%
47,616
-5,972
72
$6.01M 0.29%
60,010
-2,034
73
$5.74M 0.28%
77,211
-3,522
74
$5.66M 0.27%
54,389
+12,717
75
$5.55M 0.27%
124,320
+5,258
1 2
3
4 5