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
451
$205K 0.02%
2,785
-485
452
$205K 0.02%
1,056
+11
453
$204K 0.02%
+2,798
454
$202K 0.02%
+980
455
$202K 0.02%
+3,680
456
$190K 0.01%
+31,988
457
$185K 0.01%
58,145
-2,098
458
$183K 0.01%
51,000
459
$181K 0.01%
15,736
+455
460
$181K 0.01%
20,563
-1,710
461
$177K 0.01%
24,592
462
$177K 0.01%
14,475
463
$169K 0.01%
10,713
464
$165K 0.01%
+16,531
465
$163K 0.01%
3,038
+4
466
$149K 0.01%
+11,081
467
$143K 0.01%
82,450
-3,800
468
$130K 0.01%
22,376
+706
469
$128K 0.01%
16,087
+1,133
470
$127K 0.01%
30,851
+2,200
471
$126K 0.01%
41,493
472
$125K 0.01%
+18,056
473
$113K 0.01%
11,750
474
$108K 0.01%
10,130
+56
475
$100K 0.01%
77,005
-5,542
17 18
19
20 21