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
276
– –
-11,780
277
– –
-5,420
278
– –
-6,436
279
– –
-73,798
280
– –
-74,279
281
– –
-56,733
8 9 10 11
12