IAA
Independent Advisor Alliance Portfolio holdings
AUM
$3.47B
This Quarter Return
+11.84%
1 Year Return
+23.93%
3 Year Return
+94.63%
5 Year Return
+175.37%
10 Year Return
–
AUM
$2.03B
AUM Growth
+$2.03B
(+13%)
Cap. Flow
+$76.4M
Cap. Flow
% of AUM
3.77%
Top 10 Holdings %
Top 10 Hldgs %
28.96%
Holding
716
New
84
Increased
332
Reduced
224
Closed
42
Top Buys
| 1 |
Apple
AAPL
|
$13.7M |
| 2 |
Arista Networks
ANET
|
$12.3M |
| 3 |
Microsoft
MSFT
|
$7.98M |
| 4 |
Cincinnati Financial
CINF
|
$7.68M |
| 5 |
Ford
F
|
$4.62M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$7.06M |
| 2 |
ProShares Ultra VIX Short-Term Futures ETF
UVXY
|
$6.6M |
| 3 |
Lucid Motors
LCID
|
$4.27M |
| 4 |
The Mosaic Company
MOS
|
$3.48M |
| 5 |
ATVI
Activision Blizzard Inc.
ATVI
|
$3.07M |
Sector Composition
| 1 | Technology | 25.94% |
| 2 | Consumer Discretionary | 13.27% |
| 3 | Financials | 12.41% |
| 4 | Industrials | 10.81% |
| 5 | Communication Services | 8.26% |
