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
176
$2.12M 0.1%
19,697
+15
177
$2.12M 0.1%
104,892
+1,114
178
$2.11M 0.1%
13,838
+3,956
179
$2.1M 0.1%
39,552
+7,319
180
$2.07M 0.1%
+100,925
181
$2.05M 0.1%
29,568
+16,423
182
$2.04M 0.1%
89,273
-1,342
183
$2.02M 0.1%
7,101
+362
184
$2.01M 0.1%
126,359
-25,484
185
$2M 0.1%
37,501
+6,073
186
$1.99M 0.1%
16,126
+3,769
187
$1.99M 0.1%
6,012
-65
188
$1.97M 0.09%
76,181
+3,148
189
$1.93M 0.09%
17,386
+12,081
190
$1.93M 0.09%
7,420
-576
191
$1.91M 0.09%
+12,809
192
$1.91M 0.09%
90,093
+135
193
$1.86M 0.09%
4,128
+771
194
$1.86M 0.09%
+15,586
195
$1.85M 0.09%
17,029
+771
196
$1.83M 0.09%
13,295
+3,230
197
$1.83M 0.09%
27,483
+16,204
198
$1.82M 0.09%
51,033
+7,788
199
$1.82M 0.09%
7,282
+5,930
200
$1.8M 0.09%
2,355
+1,183
6 7
8
9 10