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
176
$1.89M 0.1%
20,645
+2,982
177
$1.88M 0.1%
+8,700
178
$1.86M 0.1%
70,687
+40,720
179
$1.85M 0.1%
19,735
180
$1.81M 0.1%
12,690
+5,079
181
$1.79M 0.1%
3,351
-105
182
$1.75M 0.1%
86,650
-2,533
183
$1.74M 0.1%
29,886
+589
184
$1.72M 0.09%
36,050
-48
185
$1.71M 0.09%
24,959
+319
186
$1.71M 0.09%
14,646
-8
187
$1.7M 0.09%
3,087
+316
188
$1.67M 0.09%
15,776
+242
189
$1.64M 0.09%
21,014
-368
190
$1.61M 0.09%
12,029
+1,400
191
$1.59M 0.09%
26,905
-260
192
$1.55M 0.09%
27,281
+4,549
193
$1.55M 0.09%
17,568
+737
194
$1.55M 0.08%
64,150
+469
195
$1.55M 0.08%
10,444
-2,808
196
$1.53M 0.08%
6,231
+67
197
$1.53M 0.08%
8,001
+124
198
$1.51M 0.08%
7,626
+829
199
$1.51M 0.08%
6,192
+312
200
$1.5M 0.08%
5,958
+267
6 7
8
9 10