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
51
$6.6M 0.5%
176,071
+142,827
52
$6.59M 0.5%
45,998
+42,279
53
$6.59M 0.5%
34,102
+27,656
54
$6.56M 0.5%
29,930
+26,693
55
$6.38M 0.48%
130,520
+110,052
56
$6.26M 0.48%
20,094
+2,433
57
$6.15M 0.47%
17,055
+15,330
58
$6.08M 0.46%
26,882
+22,209
59
$6M 0.46%
18,122
-259
60
$5.99M 0.45%
74,020
+70,144
61
$5.92M 0.45%
+457,664
62
$5.88M 0.45%
34,616
+30,806
63
$5.63M 0.43%
517,329
+492,546
64
$5.56M 0.42%
70,304
+597
65
$5.54M 0.42%
+18,587
66
$5.47M 0.42%
+120,822
67
$5.45M 0.41%
+60,160
68
$5.44M 0.41%
+39,472
69
$5.43M 0.41%
+29,761
70
$5.36M 0.41%
+40,606
71
$5.35M 0.41%
+32,884
72
$5.33M 0.4%
+52,110
73
$5.3M 0.4%
+34,047
74
$5.25M 0.4%
10,741
+1,277
75
$5.21M 0.4%
44,215
-9,653
1 2
3
4 5