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
351
$366K 0.03%
4,211
-97
352
$364K 0.03%
6,712
-162
353
$362K 0.03%
+5,993
354
$358K 0.03%
14,775
-2,015
355
$356K 0.03%
+9,620
356
$356K 0.03%
1,782
+61
357
$353K 0.03%
15,884
-1,400
358
$352K 0.03%
5,368
-9,472
359
$352K 0.03%
+17,895
360
$352K 0.03%
10,287
+995
361
$345K 0.03%
12,836
-9,117
362
$341K 0.03%
2,211
-662
363
$340K 0.03%
6,906
+436
364
$340K 0.03%
28,486
+4,560
365
$338K 0.03%
5,556
-1,075
366
$337K 0.03%
8,515
-97
367
$336K 0.03%
17,643
-2,539
368
$335K 0.03%
11,682
-3,029
369
$331K 0.03%
12,919
+1,226
370
$330K 0.03%
20,928
-6,712
371
$330K 0.03%
2,572
-105
372
$329K 0.03%
4,234
-1,073
373
$324K 0.02%
21,344
374
$323K 0.02%
2,817
+14
375
$320K 0.02%
1
13 14
15
16 17