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
76
$1.49M 0.31%
27,054
+20,816
77
$1.47M 0.31%
12,404
+3,368
78
$1.44M 0.3%
13,871
-15
79
$1.41M 0.29%
24,554
+314
80
$1.38M 0.29%
10,859
+272
81
$1.34M 0.28%
10,097
+1,863
82
$1.33M 0.28%
30,566
+4,960
83
$1.33M 0.28%
30,870
-5,304
84
$1.33M 0.28%
4,763
+3,629
85
$1.3M 0.27%
5,616
-33
86
$1.3M 0.27%
28,888
+3
87
$1.25M 0.26%
43,744
+2,205
88
$1.24M 0.26%
27,192
+5,205
89
$1.23M 0.26%
6,589
+237
90
$1.22M 0.25%
29,280
+228
91
$1.22M 0.25%
22,613
-21
92
$1.21M 0.25%
47,524
+2,771
93
$1.21M 0.25%
14,282
+3,244
94
$1.19M 0.25%
18,033
-183
95
$1.15M 0.24%
45,922
+1,766
96
$1.14M 0.24%
19,953
-379
97
$1.11M 0.23%
29,845
-408
98
$1.1M 0.23%
15,426
-984
99
$1.1M 0.23%
83,835
+5,310
100
$1.1M 0.23%
7,918
-85
2 3
4
5 6