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
301
$492K 0.04%
10,661
+1,027
302
$492K 0.04%
4,407
-288
303
$489K 0.04%
20,735
304
$485K 0.04%
13,570
+156
305
$481K 0.04%
1,946
-394
306
$475K 0.04%
16,570
+4,240
307
$471K 0.04%
51,658
+13,643
308
$470K 0.04%
6,495
+1,077
309
$467K 0.04%
+14,625
310
$466K 0.04%
13,590
-8,541
311
$465K 0.04%
1,495
+754
312
$463K 0.04%
27,006
313
$462K 0.04%
1,920
+81
314
$461K 0.04%
12,008
-184
315
$460K 0.03%
15,790
316
$455K 0.03%
39,945
-1,000
317
$448K 0.03%
5,484
-287
318
$446K 0.03%
4,371
-1,240
319
$441K 0.03%
12,190
+2,324
320
$440K 0.03%
+5,807
321
$439K 0.03%
32,694
-7,538
322
$438K 0.03%
2,465
+93
323
$437K 0.03%
3,422
-88
324
$435K 0.03%
11,379
-410
325
$433K 0.03%
+3,917
11 12
13
14 15