IAA

Independent Advisor Alliance Portfolio holdings

AUM $4.12B
1-Year Est. Return 30.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$7.91M
3
+$7.27M
4
BE icon
Bloom Energy
BE
+$7.17M
5
TTMI icon
TTM Technologies
TTMI
+$5.08M

Top Sells

1
+$10M
2
+$5.95M
3
+$4.85M
4
MU icon
Micron Technology
MU
+$4.46M
5
TSLA icon
Tesla
TSLA
+$4.19M

Sector Composition

1 Technology 31.55%
2 Financials 15.37%
3 Consumer Discretionary 9.11%
4 Communication Services 7.89%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HROW icon
876
Harrow
HROW
$1.75B
$210K 0.01%
+4,355
STZ icon
877
Constellation Brands
STZ
$28.5B
$210K 0.01%
1,558
-45
XLG icon
878
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$209K 0.01%
+3,640
FNDE icon
879
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.99B
$209K 0.01%
+5,788
PINS icon
880
Pinterest
PINS
$13.2B
$209K 0.01%
6,482
-1,371
HL icon
881
Hecla Mining
HL
$15.3B
$206K 0.01%
+17,061
BLOK icon
882
Amplify Blockchain Technology ETF
BLOK
$1.13B
$206K 0.01%
+3,078
CAG icon
883
Conagra Brands
CAG
$9.26B
$206K 0.01%
11,257
-193
LII icon
884
Lennox International
LII
$18.4B
$206K 0.01%
389
-33
ALAB icon
885
Astera Labs
ALAB
$28.7B
$204K 0.01%
+1,042
FSLR icon
886
First Solar
FSLR
$23.5B
$204K 0.01%
+924
AVAV icon
887
AeroVironment
AVAV
$12.8B
$204K 0.01%
647
-62
CP icon
888
Canadian Pacific Kansas City
CP
$72.2B
$204K 0.01%
2,735
-4,065
MARA icon
889
Marathon Digital Holdings
MARA
$3.12B
$203K 0.01%
+11,127
APLD icon
890
Applied Digital
APLD
$9.77B
$202K 0.01%
+8,808
INSM icon
891
Insmed
INSM
$32B
$202K 0.01%
+1,403
MUSA icon
892
Murphy USA
MUSA
$7.02B
$202K 0.01%
520
+23
HEI icon
893
HEICO Corp
HEI
$45.5B
$201K 0.01%
+624
BMNR
894
BitMine Immersion Technologies
BMNR
$9.31B
$201K 0.01%
+3,876
BSV icon
895
Vanguard Short-Term Bond ETF
BSV
$42.5B
$200K 0.01%
+2,540
HLN icon
896
Haleon
HLN
$48.9B
$200K 0.01%
22,287
-6,938
WCMI
897
First Trust WCM International Equity ETF
WCMI
$907M
$197K 0.01%
+11,657
RIVN icon
898
Rivian
RIVN
$18.1B
$186K ﹤0.01%
12,652
-2,728
MDU icon
899
MDU Resources
MDU
$4.19B
$183K ﹤0.01%
+10,255
AUR icon
900
Aurora
AUR
$8.28B
$164K ﹤0.01%
30,477
+18,183
34 35
36
37 38