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
151
$2.51M 0.12%
21,045
+3,269
152
$2.47M 0.12%
+15,635
153
$2.46M 0.12%
26,860
+1,209
154
$2.45M 0.12%
20,749
+9,622
155
$2.42M 0.12%
43,597
+8,164
156
$2.41M 0.12%
64,342
+5,222
157
$2.37M 0.11%
+23,709
158
$2.36M 0.11%
+26,182
159
$2.34M 0.11%
29,235
-2,101
160
$2.32M 0.11%
38,341
-4,465
161
$2.31M 0.11%
+16,880
162
$2.3M 0.11%
34,020
-3,620
163
$2.29M 0.11%
33,011
-875
164
$2.28M 0.11%
16,697
+5,331
165
$2.27M 0.11%
44,071
+4,649
166
$2.26M 0.11%
21,647
+12,000
167
$2.26M 0.11%
9,356
+171
168
$2.25M 0.11%
+5,663
169
$2.25M 0.11%
+344,997
170
$2.25M 0.11%
9,330
+609
171
$2.21M 0.11%
49,817
+4,203
172
$2.19M 0.11%
30,577
+1,801
173
$2.18M 0.11%
10,161
+2,518
174
$2.18M 0.1%
11,813
+3,612
175
$2.14M 0.1%
11,383
+4,480
5 6
7
8 9