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
126
$899K 0.19%
12,279
+4,840
127
$870K 0.18%
34,680
+561
128
$870K 0.18%
3,868
-302
129
$865K 0.18%
11,648
+156
130
$859K 0.18%
15,722
+3,538
131
$851K 0.18%
49,464
-11,825
132
$842K 0.18%
9,911
+161
133
$824K 0.17%
23,251
134
$818K 0.17%
18,646
+5,430
135
$809K 0.17%
4,160
-116
136
$808K 0.17%
13,686
+1,798
137
$798K 0.17%
19,924
+6,701
138
$792K 0.16%
10,616
+495
139
$791K 0.16%
8,061
+942
140
$789K 0.16%
41,439
+594
141
$787K 0.16%
10,969
+2,259
142
$781K 0.16%
25,720
+2,745
143
$768K 0.16%
5,404
+427
144
$766K 0.16%
17,957
+4,722
145
$747K 0.16%
13,206
+1,284
146
$733K 0.15%
41,009
-5,557
147
$696K 0.14%
11,882
+416
148
$695K 0.14%
21,575
-2,010
149
$693K 0.14%
12,990
+1,026
150
$688K 0.14%
6,741
+3,527
4 5
6
7 8