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
26
$11.2M 0.85%
321,164
+206,767
27
$10.9M 0.83%
122,826
+2,467
28
$10.5M 0.8%
78,569
+35,905
29
$10.4M 0.79%
62,307
+31,195
30
$10.3M 0.78%
81,974
+42,673
31
$10.1M 0.76%
21,515
+12,854
32
$10M 0.76%
47,714
+24,214
33
$9.71M 0.74%
163,195
-42,960
34
$9.46M 0.72%
66,603
-10,467
35
$9.41M 0.71%
47,794
+20,177
36
$9.2M 0.7%
98,171
+58,572
37
$9.08M 0.69%
23,691
+13,020
38
$8.7M 0.66%
58,069
+36,741
39
$8.63M 0.65%
34,319
+23,013
40
$8.58M 0.65%
82,540
+53,956
41
$8.55M 0.65%
24,055
+13,883
42
$8.51M 0.65%
51,691
+40,042
43
$8.39M 0.64%
95,746
+52,203
44
$7.89M 0.6%
72,509
+51,415
45
$7.49M 0.57%
38,065
+27,505
46
$7.39M 0.56%
65,307
+46,992
47
$7.11M 0.54%
33,024
+27,732
48
$6.92M 0.53%
41,792
-3,637
49
$6.9M 0.52%
59,434
+43,948
50
$6.67M 0.51%
61,605
+48,948
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