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
151
$2.55M 0.12%
137,398
+2,521
152
$2.52M 0.12%
47,698
-988
153
$2.5M 0.12%
28,499
-388
154
$2.5M 0.12%
96,454
+613
155
$2.47M 0.12%
+6,250
156
$2.46M 0.12%
18,319
+687
157
$2.46M 0.12%
31,827
+782
158
$2.45M 0.12%
153,882
+28,719
159
$2.45M 0.12%
33,826
+4,167
160
$2.44M 0.12%
+4,471
161
$2.44M 0.12%
28,509
+13,700
162
$2.42M 0.12%
63,824
-465
163
$2.41M 0.12%
15,634
+259
164
$2.4M 0.12%
49,114
+7,613
165
$2.4M 0.12%
15,224
+248
166
$2.4M 0.12%
20,900
-186
167
$2.39M 0.12%
73,582
-104,111
168
$2.38M 0.11%
3,556
+64
169
$2.36M 0.11%
39,387
-50,322
170
$2.31M 0.11%
31,246
-1,751
171
$2.3M 0.11%
83,802
+1,406
172
$2.28M 0.11%
+8,933
173
$2.28M 0.11%
48,527
-2,425
174
$2.22M 0.11%
+10,882
175
$2.21M 0.11%
103,690
-2,185
5 6
7
8 9