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
101
$4.13M 0.2%
32,161
-3,447
102
$4.09M 0.2%
6,925
+2,538
103
$4.08M 0.2%
241,120
-234,294
104
$3.93M 0.19%
8,783
+415
105
$3.9M 0.19%
24,859
+295
106
$3.9M 0.19%
57,050
+30,495
107
$3.89M 0.19%
13,700
-32
108
$3.82M 0.18%
50,352
+4,912
109
$3.77M 0.18%
22,825
+14,515
110
$3.73M 0.18%
14,963
-449
111
$3.68M 0.18%
37,546
-1,988
112
$3.67M 0.18%
73,700
+5,818
113
$3.66M 0.18%
58,275
+9,876
114
$3.64M 0.18%
49,409
+39,932
115
$3.63M 0.17%
114,650
+3,150
116
$3.54M 0.17%
28,108
+2,344
117
$3.54M 0.17%
37,651
+2,464
118
$3.48M 0.17%
221,960
+67,000
119
$3.45M 0.17%
23,227
+196
120
$3.42M 0.16%
+106,059
121
$3.39M 0.16%
370,552
122
$3.37M 0.16%
60,674
+2,006
123
$3.31M 0.16%
52,002
+10,271
124
$3.29M 0.16%
45,009
+6,756
125
$3.26M 0.16%
69,568
+6,524
3 4
5
6 7