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
376
$320K 0.02%
+1,256
377
$318K 0.02%
23,976
-6,084
378
$316K 0.02%
10,072
-299
379
$316K 0.02%
3,814
-3,117
380
$316K 0.02%
3,231
-160
381
$316K 0.02%
12,566
-4,548
382
$315K 0.02%
12,765
+1,300
383
$312K 0.02%
12,782
+3
384
$308K 0.02%
+29,090
385
$308K 0.02%
1,131
-10,424
386
$303K 0.02%
2,090
-71
387
$300K 0.02%
6,923
-2,079
388
$298K 0.02%
6,388
-503
389
$298K 0.02%
754
+23
390
$292K 0.02%
23,650
+700
391
$292K 0.02%
13,250
-14,000
392
$291K 0.02%
4,903
-124
393
$291K 0.02%
15,019
-1,293
394
$290K 0.02%
23,634
+9,017
395
$287K 0.02%
5,029
-29
396
$285K 0.02%
3,032
-133
397
$277K 0.02%
7,958
-202
398
$276K 0.02%
+5,625
399
$276K 0.02%
6,845
+50
400
$275K 0.02%
+1,165
14 15
16
17 18