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
201
$1.77M 0.09%
+50,616
202
$1.77M 0.09%
11,730
-426
203
$1.76M 0.08%
136,455
-13,982
204
$1.76M 0.08%
67,800
-7,500
205
$1.74M 0.08%
24,703
+843
206
$1.7M 0.08%
11,166
+1,387
207
$1.69M 0.08%
25,724
-1,338
208
$1.66M 0.08%
8,782
+7,177
209
$1.65M 0.08%
+23,970
210
$1.64M 0.08%
18,213
-101
211
$1.63M 0.08%
12,291
+10,463
212
$1.62M 0.08%
5,033
-359
213
$1.61M 0.08%
144,208
+4,347
214
$1.61M 0.08%
9,392
+2,307
215
$1.61M 0.08%
102,281
+1,250
216
$1.61M 0.08%
28,003
+1,338
217
$1.6M 0.08%
99,372
-51,531
218
$1.58M 0.08%
144,180
-39,973
219
$1.58M 0.08%
223,825
+126,245
220
$1.58M 0.08%
5,908
+1
221
$1.57M 0.08%
+4,720
222
$1.57M 0.08%
19,782
-217
223
$1.55M 0.07%
12,942
-934
224
$1.55M 0.07%
25,557
+6,133
225
$1.52M 0.07%
9,479
-37
7 8
9
10 11