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
76
$5.53M 0.27%
162,212
+35,042
77
$5.5M 0.27%
285,927
-11,654
78
$5.48M 0.26%
25,812
-787
79
$5.25M 0.25%
53,937
+377
80
$5.24M 0.25%
59,684
-12,270
81
$5.18M 0.25%
21,422
-134
82
$5.14M 0.25%
22,536
+4,903
83
$5.09M 0.25%
30,870
+898
84
$5.07M 0.24%
105,831
-29,326
85
$5M 0.24%
22,243
+6,538
86
$4.98M 0.24%
12,921
-734
87
$4.98M 0.24%
50,844
+295
88
$4.95M 0.24%
29,600
+4,625
89
$4.8M 0.23%
53,048
+850
90
$4.8M 0.23%
37,620
+774
91
$4.8M 0.23%
60,310
+1,190
92
$4.7M 0.23%
67,476
+294
93
$4.52M 0.22%
86,424
-22,981
94
$4.41M 0.21%
54,739
+1,717
95
$4.33M 0.21%
29,861
-1,569
96
$4.31M 0.21%
21,583
-1,063
97
$4.29M 0.21%
9,324
-2,235
98
$4.21M 0.2%
42,162
+334
99
$4.18M 0.2%
+51,886
100
$4.08M 0.2%
14,219
+512
2 3
4
5 6