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
426
$239K 0.02%
6,154
-67,972
427
$235K 0.02%
4,619
-149
428
$235K 0.02%
4,779
-4,606
429
$230K 0.02%
9,550
-520
430
$229K 0.02%
+2,131
431
$229K 0.02%
8,926
+244
432
$229K 0.02%
8,785
-1,550
433
$228K 0.02%
+8,509
434
$226K 0.02%
1,949
+145
435
$224K 0.02%
+12,713
436
$221K 0.02%
2,087
+31
437
$219K 0.02%
2,456
-836
438
$219K 0.02%
+3,785
439
$219K 0.02%
+14,208
440
$218K 0.02%
+3,338
441
$216K 0.02%
+285
442
$215K 0.02%
15,248
+8,748
443
$214K 0.02%
1,565
-70
444
$213K 0.02%
+13,525
445
$212K 0.02%
5,329
-884
446
$212K 0.02%
17,152
-882
447
$210K 0.02%
1,768
+7
448
$206K 0.02%
7,479
-11,520
449
$206K 0.02%
+2,602
450
$206K 0.02%
2,211
-316
16 17
18
19 20