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
326
$427K 0.03%
8,507
+235
327
$423K 0.03%
9,000
-1,139
328
$417K 0.03%
+8,346
329
$416K 0.03%
2,124
-349
330
$414K 0.03%
33,571
-4,018
331
$413K 0.03%
6,249
+1,227
332
$408K 0.03%
70,462
+529
333
$402K 0.03%
3,614
-50
334
$401K 0.03%
2,365
+151
335
$401K 0.03%
3,887
-25
336
$400K 0.03%
4,163
+941
337
$399K 0.03%
+1,081
338
$395K 0.03%
+2,842
339
$393K 0.03%
5,582
-5,234
340
$391K 0.03%
+4,359
341
$389K 0.03%
4,275
+1,930
342
$389K 0.03%
6,313
-1,219
343
$388K 0.03%
+6,404
344
$385K 0.03%
5,487
-6,098
345
$378K 0.03%
6,365
-12,106
346
$378K 0.03%
2,856
+638
347
$374K 0.03%
8,982
+837
348
$374K 0.03%
4,879
-1,274
349
$372K 0.03%
8,001
+869
350
$370K 0.03%
73,531
+2,642
12 13
14
15 16