IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.59M
3
+$8.33M
4
NVDA icon
NVIDIA
NVDA
+$7.72M
5
HD icon
Home Depot
HD
+$6.78M

Top Sells

1
+$5.89M
2
+$5.86M
3
+$4.46M
4
EBAY icon
eBay
EBAY
+$4.29M
5
HUN icon
Huntsman Corp
HUN
+$3.36M

Sector Composition

1 Technology 25.59%
2 Financials 12.57%
3 Consumer Discretionary 12.33%
4 Industrials 10.55%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$228K 0.01%
5,770
-64
577
$228K 0.01%
952
+13
578
$226K 0.01%
6,900
579
$226K 0.01%
9,118
580
$226K 0.01%
+5,547
581
$225K 0.01%
8,495
-1,061
582
$225K 0.01%
1,741
+413
583
$224K 0.01%
6,541
+323
584
$224K 0.01%
+1,504
585
$223K 0.01%
4,375
-28
586
$222K 0.01%
3,066
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587
$221K 0.01%
59,308
-12,821
588
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+2,753
589
$219K 0.01%
4,468
-1,508
590
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4,164
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591
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592
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593
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594
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597
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10,144
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598
$215K 0.01%
1,748
-106
599
$214K 0.01%
+698
600
$212K 0.01%
5,968
-144
22 23
24
25 26