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
401
$274K 0.02%
8,145
+83
402
$270K 0.02%
1,120
-15
403
$269K 0.02%
+947
404
$268K 0.02%
+3,951
405
$268K 0.02%
+1,211
406
$263K 0.02%
5,078
+403
407
$262K 0.02%
4,747
-1,548
408
$262K 0.02%
1,617
-222
409
$262K 0.02%
+13,117
410
$259K 0.02%
3,609
-2,094
411
$258K 0.02%
15,837
-711
412
$257K 0.02%
2,650
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413
$256K 0.02%
7,367
-1,002
414
$256K 0.02%
+4,318
415
$256K 0.02%
+2,427
416
$253K 0.02%
+3,064
417
$252K 0.02%
2,500
418
$251K 0.02%
7,446
+226
419
$248K 0.02%
10,515
-96,835
420
$244K 0.02%
8,462
-709
421
$243K 0.02%
3,031
422
$243K 0.02%
+3,283
423
$240K 0.02%
+2,385
424
$240K 0.02%
8,426
-976
425
$240K 0.02%
1,451
-4,345
15 16
17
18 19