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
$364M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.82M
3
+$1.96M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.89M
5
HD icon
Home Depot
HD
+$1.27M

Top Sells

1
+$2.93M
2
+$2.67M
3
+$2.09M
4
NVDA icon
NVIDIA
NVDA
+$1.46M
5
NUE icon
Nucor
NUE
+$975K

Sector Composition

1 Technology 12.98%
2 Consumer Staples 12.69%
3 Communication Services 12.51%
4 Financials 11.92%
5 Industrials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$262K 0.07%
30,800
+1,706
227
$253K 0.07%
6,124
-1,000
228
$245K 0.07%
+2,398
229
$243K 0.07%
4,780
+828
230
$237K 0.07%
2,114
-7,546
231
$237K 0.07%
5,330
-4,205
232
$237K 0.07%
10,730
233
$233K 0.06%
5,585
-1,215
234
$233K 0.06%
3,660
+175
235
$232K 0.06%
+1,543
236
$231K 0.06%
14,432
+502
237
$230K 0.06%
5,345
-4,190
238
$229K 0.06%
+4,251
239
$227K 0.06%
+2,093
240
$225K 0.06%
3,538
+250
241
$224K 0.06%
+2,683
242
$223K 0.06%
1,961
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243
$217K 0.06%
4,258
244
$217K 0.06%
+75
245
$215K 0.06%
+15,846
246
$211K 0.06%
+5,028
247
$209K 0.06%
6,169
+268
248
$205K 0.06%
+3,001
249
$204K 0.06%
+4,868
250
$177K 0.05%
12,035
-4,600
8 9
10
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