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
726
– –
-9,985
727
– –
-4,245
728
– –
-2,228
729
– –
-9,012
730
– –
-1,838
731
– –
-56,161
732
– –
-8,992
733
– –
-14,572
734
– –
-3,928
735
– –
-6,612
736
– –
-64,478
737
– –
-6,779
738
– –
-4,451
739
– –
-22,813
740
– –
-10,352
741
– –
-7,677
742
– –
-6,283
743
– –
-26,762
744
– –
-42,045
745
– –
-22,452
746
– –
-10,677
747
– –
-96,341
748
– –
-42,938
749
– –
-1,879
750
– –
-3,003
27 28 29
30
31