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
251
$165K 0.05%
+10,986
252
$135K 0.04%
+2,782
253
$130K 0.04%
35,496
254
$129K 0.04%
11,350
+1,100
255
$92K 0.03%
+10,095
256
$86K 0.02%
2,283
+1,003
257
$63K 0.02%
+1,098
258
$39K 0.01%
+16,333
259
$39K 0.01%
20,000
260
$17K ﹤0.01%
+2,781
261
$15K ﹤0.01%
+241
262
– –
-9,163
263
– –
-32,623
264
– –
-6,215
265
– –
-3,210
266
– –
-3,876
267
– –
-4,878
268
– –
-14,320
269
– –
-1,401
270
– –
-10,157
271
– –
-6,616
272
– –
-35,007
273
– –
-35,150
274
– –
-16,604
275
– –
-9,326
8 9 10
11
12