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
201
$1.49M 0.08%
130,636
+60,928
202
$1.49M 0.08%
5,738
+60
203
$1.48M 0.08%
9,297
+126
204
$1.46M 0.08%
6,642
-47
205
$1.46M 0.08%
+50,031
206
$1.45M 0.08%
11,713
+369
207
$1.44M 0.08%
23,987
+450
208
$1.44M 0.08%
17,285
-3,350
209
$1.43M 0.08%
41,946
-1,762
210
$1.42M 0.08%
4,003
-94
211
$1.41M 0.08%
19,340
+1,249
212
$1.4M 0.08%
4,688
-337
213
$1.4M 0.08%
5,084
-1
214
$1.38M 0.08%
21,807
+4,243
215
$1.37M 0.08%
81,535
-2,500
216
$1.35M 0.07%
6,938
-521
217
$1.33M 0.07%
+21,960
218
$1.33M 0.07%
6,107
+291
219
$1.32M 0.07%
124,011
-16,528
220
$1.31M 0.07%
8,670
+150
221
$1.31M 0.07%
5,529
+2,035
222
$1.31M 0.07%
39,674
+1,478
223
$1.3M 0.07%
2,064
+58
224
$1.3M 0.07%
15,598
-1,158
225
$1.3M 0.07%
18,889
+2,463
7 8
9
10 11