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
51
$1.8M 0.5%
14,445
+2,194
52
$1.8M 0.49%
44,027
+2,040
53
$1.78M 0.49%
37,444
+3,510
54
$1.77M 0.49%
12,549
-167
55
$1.76M 0.48%
35,976
-6,503
56
$1.74M 0.48%
14,564
-222
57
$1.74M 0.48%
8,356
+61
58
$1.73M 0.48%
43,514
-18,927
59
$1.68M 0.46%
17,377
-184
60
$1.68M 0.46%
44,798
-2,771
61
$1.67M 0.46%
14,434
+2,155
62
$1.66M 0.46%
32,282
+133
63
$1.64M 0.45%
11,260
+191
64
$1.64M 0.45%
156,200
+2,117
65
$1.59M 0.44%
21,145
+221
66
$1.59M 0.44%
47,727
+1,662
67
$1.52M 0.42%
44,282
-1,561
68
$1.48M 0.41%
31,241
-502
69
$1.47M 0.4%
35,526
+6,770
70
$1.41M 0.39%
29,116
+9,098
71
$1.38M 0.38%
39,762
-809
72
$1.37M 0.38%
9,047
+38
73
$1.35M 0.37%
28,803
+6,878
74
$1.34M 0.37%
6,070
+32
75
$1.32M 0.36%
24,903
+11,401
1 2
3
4 5