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
101
$4.07M 0.2%
21,859
-1,452
102
$3.98M 0.19%
28,373
+13,366
103
$3.92M 0.19%
6,810
+1,666
104
$3.88M 0.19%
11,249
-193
105
$3.85M 0.19%
208,321
-26
106
$3.85M 0.19%
61,719
-2,530
107
$3.8M 0.18%
+8,518
108
$3.8M 0.18%
+9,195
109
$3.74M 0.18%
11,133
-213
110
$3.73M 0.18%
25,218
+1,583
111
$3.72M 0.18%
25,752
+3,472
112
$3.62M 0.17%
58,273
+12,122
113
$3.58M 0.17%
45,648
+14,150
114
$3.57M 0.17%
190,204
-21,154
115
$3.55M 0.17%
47,198
-632
116
$3.49M 0.17%
22,513
+3,007
117
$3.48M 0.17%
22,905
+113
118
$3.44M 0.17%
+100,800
119
$3.41M 0.16%
40,931
+2,872
120
$3.4M 0.16%
89,007
-53,784
121
$3.37M 0.16%
83,845
+26,087
122
$3.25M 0.16%
99,371
-18,166
123
$3.23M 0.16%
86,300
-3,680
124
$3.21M 0.15%
145,168
+99,134
125
$3.19M 0.15%
7,763
-2,312
3 4
5
6 7