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
101
$1.09M 0.23%
6,430
+554
102
$1.08M 0.22%
7,786
+120
103
$1.07M 0.22%
21,736
+519
104
$1.07M 0.22%
10,715
+162
105
$1.06M 0.22%
11,269
+1,007
106
$1.06M 0.22%
51,462
+6,515
107
$1.05M 0.22%
12,052
+369
108
$1.04M 0.22%
14,587
+3,022
109
$1.03M 0.22%
16,493
-1,383
110
$1.03M 0.21%
8,021
+2,416
111
$1.02M 0.21%
16,070
-159
112
$1.02M 0.21%
7,966
-135
113
$1M 0.21%
6,835
-65
114
$1M 0.21%
28,018
+1,265
115
$993K 0.21%
14,434
+1,440
116
$991K 0.21%
+54,773
117
$987K 0.21%
7,786
+86
118
$975K 0.2%
25,044
-628
119
$968K 0.2%
24,638
-717
120
$954K 0.2%
5,008
+334
121
$940K 0.2%
40,774
+5,587
122
$937K 0.2%
44,334
+1,932
123
$934K 0.19%
13,356
+1,522
124
$927K 0.19%
25,650
+8,225
125
$922K 0.19%
5,892
+516
3 4
5
6 7