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
276
$539K 0.04%
12,835
+1,538
277
$539K 0.04%
15,037
-449
278
$538K 0.04%
15,674
+867
279
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13,140
+1,698
280
$534K 0.04%
4,666
-20,135
281
$534K 0.04%
4,572
+12
282
$531K 0.04%
3,794
+1,128
283
$529K 0.04%
18,570
+4,053
284
$529K 0.04%
18,656
+1,104
285
$528K 0.04%
1,598
-23,688
286
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8,288
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287
$522K 0.04%
24,022
-7,927
288
$518K 0.04%
15,610
+240
289
$517K 0.04%
8,783
-301
290
$515K 0.04%
17,396
+2,596
291
$515K 0.04%
6,070
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292
$514K 0.04%
17,548
293
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294
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1,192
-4
295
$504K 0.04%
2,183
+11
296
$502K 0.04%
32,297
+10,537
297
$500K 0.04%
5,111
-1,356
298
$498K 0.04%
2,193
+43
299
$497K 0.04%
14,668
+3,410
300
$496K 0.04%
+6,925
10 11
12
13 14