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
$364M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.82M
3
+$1.96M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.89M
5
HD icon
Home Depot
HD
+$1.27M

Top Sells

1
+$2.93M
2
+$2.67M
3
+$2.09M
4
NVDA icon
NVIDIA
NVDA
+$1.46M
5
NUE icon
Nucor
NUE
+$975K

Sector Composition

1 Technology 12.98%
2 Consumer Staples 12.69%
3 Communication Services 12.51%
4 Financials 11.92%
5 Industrials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 1.03%
25,924
+6,928
27
$3.56M 0.98%
32,360
+1,635
28
$3.47M 0.95%
19,135
+1,077
29
$3.15M 0.87%
24,806
-7,672
30
$2.92M 0.8%
38,066
+2,460
31
$2.87M 0.79%
15,324
-88
32
$2.81M 0.77%
61,940
+7,581
33
$2.73M 0.75%
49,584
+6,071
34
$2.67M 0.73%
103,408
+14,967
35
$2.63M 0.72%
23,393
-667
36
$2.4M 0.66%
20,494
+942
37
$2.29M 0.63%
25,214
+5,493
38
$2.27M 0.62%
12,790
+420
39
$2.17M 0.6%
26,613
+1,653
40
$2.17M 0.6%
52,867
-427
41
$2.17M 0.6%
29,945
+1,207
42
$2.15M 0.59%
13,444
+3,321
43
$2.11M 0.58%
34,433
+3,040
44
$2.11M 0.58%
24,226
+2,336
45
$2.04M 0.56%
21,485
+801
46
$2.01M 0.55%
15,801
+48
47
$1.9M 0.52%
70,623
+5,349
48
$1.86M 0.51%
75,127
+9,418
49
$1.83M 0.5%
24,467
+791
50
$1.81M 0.5%
14,194
+509
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