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
$1.82B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$5.87M
3
+$5.36M
4
DVN icon
Devon Energy
DVN
+$5.16M
5
COF icon
Capital One
COF
+$4.95M

Top Sells

1
+$6.39M
2
+$6.15M
3
+$5.95M
4
AAPL icon
Apple
AAPL
+$3.45M
5
TECK icon
Teck Resources
TECK
+$3.23M

Sector Composition

1 Technology 23.93%
2 Consumer Discretionary 13.43%
3 Industrials 12.07%
4 Financials 11.85%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.1M 0.17%
6,756
+26
127
$3.03M 0.17%
23,936
-138
128
$3.02M 0.17%
35,414
+1,569
129
$2.98M 0.16%
11,215
+495
130
$2.94M 0.16%
+11,627
131
$2.92M 0.16%
47,130
+35,826
132
$2.91M 0.16%
67,192
+1,196
133
$2.89M 0.16%
46,337
-1,129
134
$2.88M 0.16%
54,979
+48,360
135
$2.82M 0.15%
61,012
+48,920
136
$2.81M 0.15%
106,413
+2,262
137
$2.8M 0.15%
11,430
+1,264
138
$2.79M 0.15%
45,746
-40,185
139
$2.73M 0.15%
148,926
+4,999
140
$2.71M 0.15%
7,850
+50
141
$2.64M 0.14%
6,949
-1,040
142
$2.62M 0.14%
527
+27
143
$2.62M 0.14%
8,207
+900
144
$2.61M 0.14%
9,078
+560
145
$2.61M 0.14%
10,758
+178
146
$2.58M 0.14%
18,737
-390
147
$2.52M 0.14%
33,613
+10,407
148
$2.51M 0.14%
20,553
+6,593
149
$2.49M 0.14%
9,024
+200
150
$2.46M 0.14%
36,733
-3,281
4 5
6
7 8