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
76
$6.12M 0.29%
97,230
+19,690
77
$5.84M 0.28%
18,282
+129
78
$5.77M 0.28%
145,784
+80,500
79
$5.4M 0.26%
28,148
80
$5.38M 0.26%
46,529
-1,155
81
$5.36M 0.26%
28,674
+4,947
82
$5.26M 0.25%
40,472
+4,796
83
$5.24M 0.25%
52,361
+7,037
84
$5.18M 0.25%
60,957
-2,964
85
$5.14M 0.25%
33,670
+9,696
86
$5.14M 0.25%
103,695
+8,889
87
$5.11M 0.25%
12,467
+6,182
88
$4.91M 0.24%
63,025
+37,990
89
$4.82M 0.23%
9,820
+7,347
90
$4.67M 0.22%
204,472
-16,949
91
$4.64M 0.22%
34,157
-47,978
92
$4.58M 0.22%
93,650
+16,020
93
$4.57M 0.22%
18,897
+1,743
94
$4.45M 0.21%
54,242
+444
95
$4.43M 0.21%
9,218
+493
96
$4.42M 0.21%
91,122
+35,388
97
$4.41M 0.21%
44,521
+2,829
98
$4.36M 0.21%
47,925
-5,553
99
$4.36M 0.21%
83,391
+36,175
100
$4.28M 0.21%
39,922
+23,296
2 3
4
5 6