IAA
Independent Advisor Alliance Portfolio holdings
AUM
$3.85B
1-Year Est. Return
28.17%
1 Year Est. Return
+28.17%
AUM
$3.85B
AUM Growth
+$380M
(+11%)
Holding
996
Top Buys
| 1 | +$9.79M | |
| 2 | +$7.91M | |
| 3 | +$7.27M | |
| 4 |
Bloom Energy
BE
|
+$7.17M |
| 5 |
TTM Technologies
TTMI
|
+$5.08M |
Top Sells
| 1 | +$10M | |
| 2 | +$5.95M | |
| 3 | +$4.85M | |
| 4 |
Micron Technology
MU
|
+$4.46M |
| 5 |
Tesla
TSLA
|
+$4.19M |
Sector Composition
| 1 | Technology | 31.59% |
| 2 | Financials | 15.34% |
| 3 | Consumer Discretionary | 9.11% |
| 4 | Communication Services | 7.89% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.39T
| $342M | 8.88% |
1,831,214
+38,948
|
|
||
2
Apple
AAPL
$4.21T
| $234M | 6.09% |
919,771
-23,359
|
|
||
3
Ameris Bancorp
ABCB
$5.23B
| $183M | 4.74% |
2,490,426
-64
|
|
||
4
Microsoft
MSFT
$3.57T
| $171M | 4.45% |
330,434
+15,272
|
|
||
5
Amazon
AMZN
$2.49T
| $129M | 3.36% |
588,506
-7,990
|
|
||
6
Broadcom
AVGO
$1.79T
| $69.6M | 1.81% |
211,077
+6,279
|
|
||
7
Alphabet (Google) Class C
GOOG
$3.87T
| $68.8M | 1.79% |
282,317
+13,571
|
|
||
|
8
Alphabet (Google) Class A
GOOGL
$3.86T
| $68M | 1.77% |
279,750
+3,478
|
|
||
9
Meta Platforms (Facebook)
META
$1.68T
| $67M | 1.74% |
91,187
+2,285
|
|
||
10
Berkshire Hathaway Class B
BRK.B
$1.09T
| $63M | 1.64% |
125,254
+4,075
|
|
||
11
JPMorgan Chase
JPM
$855B
| $55.9M | 1.45% |
177,249
+3,632
|
|
||
|
12
Tesla
TSLA
$1.49T
| $52.4M | 1.36% |
117,793
-9,413
|
|
||
13
SPDR Gold Trust
GLD
$141B
| $48.5M | 1.26% |
136,358
+27,542
|
|
||
14
Advanced Micro Devices
AMD
$353B
| $47.9M | 1.24% |
295,946
+545
|
|
||
15
Home Depot
HD
$356B
| $43.5M | 1.13% |
107,395
-2,286
|
|
||
16
Walmart
WMT
$910B
| $34.2M | 0.89% |
331,784
+5,338
|
|
||
17
Netflix
NFLX
$436B
| $33.9M | 0.88% |
283,110
-7,700
|
|
||
18
Eli Lilly
LLY
$922B
| $33.6M | 0.87% |
43,972
+812
|
|
||
19
Exxon Mobil
XOM
$498B
| $31.5M | 0.82% |
279,710
-13,757
|
|
||
20
Costco
COST
$400B
| $29.8M | 0.78% |
32,229
-686
|
|
||
21
Visa
V
$640B
| $28.4M | 0.74% |
83,071
+1,557
|
|
||
22
AbbVie
ABBV
$406B
| $27.1M | 0.7% |
116,871
+2,966
|
|
||
23
Palantir
PLTR
$418B
| $24.9M | 0.65% |
136,522
-7,202
|
|
||
24
Caterpillar
CAT
$276B
| $22.3M | 0.58% |
46,710
+2,091
|
|
||
25
Coca-Cola
KO
$306B
| $21M | 0.55% |
316,451
-35,110
|
|