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
201
$1.86M 0.09%
18,698
-1,000
202
$1.83M 0.09%
91,665
+193
203
$1.82M 0.09%
146,301
-5,435
204
$1.82M 0.09%
13,187
+6,191
205
$1.8M 0.09%
49,839
+1,755
206
$1.78M 0.09%
+109,613
207
$1.77M 0.09%
50,323
+1,418
208
$1.77M 0.09%
+7,727
209
$1.75M 0.08%
13,750
+25
210
$1.74M 0.08%
32,440
211
$1.74M 0.08%
175,629
-769
212
$1.74M 0.08%
+7,867
213
$1.72M 0.08%
49,720
+176
214
$1.7M 0.08%
+5,955
215
$1.68M 0.08%
26,597
-14,471
216
$1.68M 0.08%
12,043
+1,461
217
$1.66M 0.08%
+16,383
218
$1.66M 0.08%
14,792
+375
219
$1.6M 0.08%
+603
220
$1.59M 0.08%
17,854
+305
221
$1.59M 0.08%
+4,848
222
$1.57M 0.08%
13,894
+942
223
$1.57M 0.08%
124,496
-103,501
224
$1.55M 0.07%
+27,450
225
$1.55M 0.07%
19,449
+1,489
7 8
9
10 11