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
OPEN icon
876
Opendoor
OPEN
$5.73B
$28.3K ﹤0.01%
54,845
RIG icon
877
Transocean
RIG
$4.43B
$25.9K ﹤0.01%
+10,008
SLI
878
Standard Lithium
SLI
$1.08B
$22.4K ﹤0.01%
11,440
FFAI
879
Faraday Future Intelligent Electric
FFAI
$190M
$18K ﹤0.01%
10,719
NXDR
880
Nextdoor Holdings
NXDR
$839M
$17.8K ﹤0.01%
+10,720
PLUG icon
881
Plug Power
PLUG
$2.88B
$15.6K ﹤0.01%
10,471
-72
POWW icon
882
Outdoor Holding Co
POWW
$214M
$14.9K ﹤0.01%
11,640
+860
DSX icon
883
Diana Shipping
DSX
$197M
$14.7K ﹤0.01%
+10,062
BW icon
884
Babcock & Wilcox
BW
$583M
$13.7K ﹤0.01%
+14,250
CRDL
885
Cardiol Therapeutics
CRDL
$99.3M
$13.6K ﹤0.01%
10,000
PMVP icon
886
PMV Pharmaceuticals
PMVP
$66M
$13.3K ﹤0.01%
12,500
ESPR icon
887
Esperion Therapeutics
ESPR
$958M
$9.84K ﹤0.01%
10,000
-1,356
WOLF icon
888
Wolfspeed
WOLF
$465M
$5.33K ﹤0.01%
13,372
-21,118
TLRY icon
889
Tilray
TLRY
$1.11B
$4.44K ﹤0.01%
10,712
-160
BBAI icon
890
BigBear.ai
BBAI
$2.5B
-21,903
BIDU icon
891
Baidu
BIDU
$42.9B
-2,962
BIIB icon
892
Biogen
BIIB
$26B
-2,008
BITF
893
Bitfarms
BITF
$1.48B
-94,100
BKR icon
894
Baker Hughes
BKR
$44.7B
-5,166
COMP icon
895
Compass
COMP
$5.95B
-11,140
COOP
896
DELISTED
Mr. Cooper
COOP
-1,913
CRNT icon
897
Ceragon Networks
CRNT
$190M
-91,760
DBA icon
898
Invesco DB Agriculture Fund
DBA
$727M
-16,545
DBO icon
899
Invesco DB Oil Fund
DBO
$196M
-26,495
DFS
900
DELISTED
Discover Financial Services
DFS
-1,992