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
$3.47B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$11.7M
3
+$11.2M
4
PLTR icon
Palantir
PLTR
+$6.41M
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$5.62M

Top Sells

1
+$8.04M
2
+$6.38M
3
+$4.45M
4
MSFT icon
Microsoft
MSFT
+$4.16M
5
POWL icon
Powell Industries
POWL
+$3.75M

Sector Composition

1 Technology 30.41%
2 Financials 16.23%
3 Consumer Discretionary 9.58%
4 Industrials 7.78%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
A icon
726
Agilent Technologies
A
$39.2B
$295K 0.01%
2,499
+180
DIA icon
727
SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.4B
$295K 0.01%
+669
AEE icon
728
Ameren
AEE
$27B
$295K 0.01%
3,070
-477
ABSI icon
729
Absci
ABSI
$537M
$293K 0.01%
113,855
+45,141
MUR icon
730
Murphy Oil
MUR
$4.45B
$292K 0.01%
12,990
+257
EFG icon
731
iShares MSCI EAFE Growth ETF
EFG
$9.46B
$290K 0.01%
+2,590
TDY icon
732
Teledyne Technologies
TDY
$24.3B
$288K 0.01%
562
+7
CXT icon
733
Crane NXT
CXT
$2.78B
$285K 0.01%
5,295
+21
LAMR icon
734
Lamar Advertising Co
LAMR
$12.8B
$284K 0.01%
2,343
+115
VTRS icon
735
Viatris
VTRS
$14.2B
$284K 0.01%
31,793
-25,672
AER icon
736
AerCap
AER
$24.6B
$283K 0.01%
2,421
-23
RACE icon
737
Ferrari
RACE
$67B
$283K 0.01%
577
+52
GSY icon
738
Invesco Ultra Short Duration ETF
GSY
$3.22B
$282K 0.01%
5,631
-2,385
BXSL icon
739
Blackstone Secured Lending
BXSL
$6.3B
$282K 0.01%
9,177
+959
IBTH icon
740
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.88B
$282K 0.01%
12,538
+1,702
IBTG icon
741
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.23B
$282K 0.01%
12,289
+1,731
PINS icon
742
Pinterest
PINS
$17.7B
$282K 0.01%
7,853
-2,864
MSCI icon
743
MSCI
MSCI
$44B
$282K 0.01%
488
+11
CRDO icon
744
Credo Technology Group
CRDO
$26.2B
$281K 0.01%
+3,033
ZIM icon
745
ZIM Integrated Shipping Services
ZIM
$2.57B
$278K 0.01%
17,300
+26
EQWL icon
746
Invesco S&P 100 Equal Weight ETF
EQWL
$1.98B
$277K 0.01%
+2,516
SCHO icon
747
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
$276K 0.01%
11,313
+1,902
PBR.A icon
748
Petrobras Class A
PBR.A
$70.8B
$274K 0.01%
23,775
+2,975
FNDF icon
749
Schwab Fundamental International Large Company Index ETF
FNDF
$19B
$269K 0.01%
6,724
-228
BTC
750
Grayscale Bitcoin Mini Trust ETF
BTC
$3.82B
$269K 0.01%
5,627
-507
28 29
30
31 32