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
$1.32B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$7.2M
3
+$6.59M
4
HD icon
Home Depot
HD
+$6.49M
5
WMT icon
Walmart
WMT
+$6.39M

Top Sells

1
+$7.83M
2
+$3.95M
3
+$3.5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.31M
5
NVDA icon
NVIDIA
NVDA
+$2.94M

Sector Composition

1 Technology 25.86%
2 Consumer Discretionary 14.13%
3 Industrials 11.49%
4 Consumer Staples 10.16%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$752K 0.06%
18,124
-8,030
227
$748K 0.06%
3,497
+46
228
$745K 0.06%
7,510
-2,595
229
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15,367
+1,490
230
$730K 0.06%
13,111
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231
$723K 0.05%
15,922
+1,927
232
$722K 0.05%
11,382
-44,073
233
$719K 0.05%
2,972
-134
234
$707K 0.05%
1,798
+91
235
$698K 0.05%
+3,796
236
$697K 0.05%
13,000
+9,000
237
$685K 0.05%
10,939
238
$673K 0.05%
4,898
+2,589
239
$673K 0.05%
8,437
-888
240
$667K 0.05%
100,130
-14,612
241
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25,704
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242
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6,964
-3,707
243
$649K 0.05%
10,171
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244
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17,852
-4,174
245
$636K 0.05%
9,828
+605
246
$630K 0.05%
22,493
+5,653
247
$627K 0.05%
17,433
+3,124
248
$626K 0.05%
8,522
+721
249
$618K 0.05%
11,145
-844
250
$614K 0.05%
5,066
+139
8 9
10
11 12