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
176
$2.2M 0.11%
+4,730
177
$2.2M 0.11%
52,905
+2,740
178
$2.16M 0.1%
35,530
-3,411
179
$2.13M 0.1%
22,303
+3,080
180
$2.1M 0.1%
+3,699
181
$2.1M 0.1%
33,259
+662
182
$2.09M 0.1%
68,840
-160
183
$2.06M 0.1%
199,887
-500
184
$2.04M 0.1%
37,493
-1,672
185
$2.04M 0.1%
129,487
+4,192
186
$2.03M 0.1%
+15,050
187
$2.03M 0.1%
+7,298
188
$2.03M 0.1%
58,026
-20,113
189
$2.02M 0.1%
30,452
+1,264
190
$2.02M 0.1%
+9,049
191
$2.01M 0.1%
+106,622
192
$2M 0.1%
29,861
-3,740
193
$1.99M 0.1%
13,935
194
$1.99M 0.1%
13,857
-698
195
$1.99M 0.1%
27,888
+16,664
196
$1.98M 0.1%
31,992
+14
197
$1.97M 0.09%
48,106
-28,166
198
$1.95M 0.09%
27,134
-3,284
199
$1.93M 0.09%
23,295
-1,121
200
$1.87M 0.09%
16,651
+636
6 7
8
9 10