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
251
$608K 0.05%
10,020
+238
252
$604K 0.05%
9,331
-2,172
253
$597K 0.05%
3,877
-1,257
254
$595K 0.05%
13,720
-7,195
255
$595K 0.05%
+10,112
256
$580K 0.04%
16,157
+2,067
257
$578K 0.04%
6,325
-275
258
$575K 0.04%
3,819
-189
259
$569K 0.04%
+28,532
260
$568K 0.04%
4,358
-551
261
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1,368
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262
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3,784
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263
$560K 0.04%
5,061
+20
264
$554K 0.04%
4,551
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265
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2,436
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266
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267
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6,600
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268
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269
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5,380
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270
$547K 0.04%
5,466
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271
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+8,410
272
$545K 0.04%
34,283
+2,200
273
$543K 0.04%
4,880
-978
274
$543K 0.04%
5,861
-245
275
$540K 0.04%
2,287
+437
9 10
11
12 13