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
126
$3.16M 0.15%
16,011
-265
127
$3.16M 0.15%
47,512
-8,760
128
$3.15M 0.15%
36,114
+267
129
$3.11M 0.15%
40,999
-956
130
$3.08M 0.15%
422,765
-30,026
131
$3.06M 0.15%
19,332
+269
132
$3.03M 0.15%
34,488
-5,074
133
$3.02M 0.15%
+6,546
134
$2.99M 0.14%
80,199
+7,587
135
$2.97M 0.14%
46,104
+995
136
$2.94M 0.14%
77,634
+20,151
137
$2.93M 0.14%
48,588
-13,344
138
$2.92M 0.14%
50,794
+1,703
139
$2.81M 0.14%
94,019
+26,758
140
$2.79M 0.13%
6
+4
141
$2.77M 0.13%
11,192
+423
142
$2.77M 0.13%
39,894
-4,786
143
$2.76M 0.13%
31,236
+708
144
$2.71M 0.13%
29,209
-12
145
$2.69M 0.13%
6,572
-791
146
$2.68M 0.13%
12,019
+192
147
$2.66M 0.13%
47,530
-4,530
148
$2.65M 0.13%
48,324
-2,119
149
$2.63M 0.13%
13,716
+568
150
$2.61M 0.13%
107,061
-3,498
4 5
6
7 8