IAA
Independent Advisor Alliance Portfolio holdings
AUM
$3.47B
This Quarter Return
+14.19%
1 Year Return
+23.93%
3 Year Return
+94.63%
5 Year Return
+175.37%
10 Year Return
–
AUM
$1.32B
AUM Growth
+$1.32B
(+41%)
Cap. Flow
+$358M
Cap. Flow
% of AUM
27.15%
Top 10 Holdings %
Top 10 Hldgs %
29.25%
Holding
543
New
64
Increased
222
Reduced
186
Closed
52
Top Buys
| 1 |
Apple
AAPL
|
$8.58M |
| 2 |
Pfizer
PFE
|
$7.2M |
| 3 |
Honeywell
HON
|
$6.59M |
| 4 |
Home Depot
HD
|
$6.49M |
| 5 |
Walmart
WMT
|
$6.39M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.83M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.95M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.5M |
| 4 |
Regeneron Pharmaceuticals
REGN
|
$3.31M |
| 5 |
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% |
