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
126
$3.06M 0.15%
13,226
+7,096
127
$3.04M 0.15%
49,545
-246
128
$3.01M 0.14%
+37,854
129
$3M 0.14%
41,528
-97
130
$2.9M 0.14%
6,971
-6,622
131
$2.89M 0.14%
+46,188
132
$2.88M 0.14%
11,524
+784
133
$2.87M 0.14%
11,033
+9,185
134
$2.86M 0.14%
41,330
-107
135
$2.84M 0.14%
7,993
-39
136
$2.83M 0.14%
34,187
+8,749
137
$2.83M 0.14%
5,076
+1,251
138
$2.81M 0.14%
20,230
+1,812
139
$2.81M 0.14%
32,137
+5,668
140
$2.77M 0.13%
+141,983
141
$2.72M 0.13%
43,253
+1,488
142
$2.67M 0.13%
32,635
+1,987
143
$2.65M 0.13%
20,237
+16,678
144
$2.63M 0.13%
33,527
+31,152
145
$2.6M 0.13%
582
+21
146
$2.59M 0.12%
14,114
+904
147
$2.59M 0.12%
25,914
+3,752
148
$2.57M 0.12%
8,513
+298
149
$2.56M 0.12%
19,406
-5,637
150
$2.53M 0.12%
11,105
+325
4 5
6
7 8