IAA
Independent Advisor Alliance Portfolio holdings
AUM
$3.85B
1-Year Est. Return
28.17%
1 Year Est. Return
+28.17%
AUM
$3.47B
AUM Growth
+$440M
(+15%)
Holding
937
Top Buys
| 1 | +$15.8M | |
| 2 | +$11.7M | |
| 3 | +$11.2M | |
| 4 |
Palantir
PLTR
|
+$6.41M |
| 5 |
First Trust Growth Strength ETF
FTGS
|
+$5.62M |
Top Sells
| 1 | +$8.04M | |
| 2 | +$6.38M | |
| 3 | +$4.45M | |
| 4 |
Microsoft
MSFT
|
+$4.16M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
926
Ceragon Networks
CRNT
$209M
| – | – |
-91,760
|
|
||
|
COOP
927
DELISTED
Mr. Cooper
COOP
| – | – |
-1,913
|
|
||
928
Compass
COMP
$4.88B
| – | – |
-11,140
|
|
||
929
Baker Hughes
BKR
$47.2B
| – | – |
-5,166
|
|
||
|
BITF
930
Bitfarms
BITF
$2.02B
| – | – |
-94,100
|
|
||
931
Biogen
BIIB
$22.8B
| – | – |
-2,008
|
|
||
932
Baidu
BIDU
$43.3B
| – | – |
-2,962
|
|
||
933
BigBear.ai
BBAI
$2.48B
| – | – |
-21,903
|
|
||
934
Avery Dennison
AVY
$13.5B
| – | – |
-1,176
|
|
||
935
Alliance Resource Partners
ARLP
$3.13B
| – | – |
-8,362
|
|
||
936
Alaska Air
ALK
$4.95B
| – | – |
-41,982
|
|
||
|
ALAR
937
Alarum Technologies
ALAR
$106M
| – | – |
-20,900
|
|