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
$364M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.82M
3
+$1.96M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.89M
5
HD icon
Home Depot
HD
+$1.27M

Top Sells

1
+$2.93M
2
+$2.67M
3
+$2.09M
4
NVDA icon
NVIDIA
NVDA
+$1.46M
5
NUE icon
Nucor
NUE
+$975K

Sector Composition

1 Technology 12.98%
2 Consumer Staples 12.69%
3 Communication Services 12.51%
4 Financials 11.92%
5 Industrials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.36%
16,814
-359
77
$1.28M 0.35%
6,918
-1,534
78
$1.27M 0.35%
19,878
-838
79
$1.23M 0.34%
17,415
-215
80
$1.22M 0.33%
63,902
-1,234
81
$1.19M 0.33%
35,250
-3,546
82
$1.17M 0.32%
17,078
+1,755
83
$1.15M 0.32%
20,122
+518
84
$1.12M 0.31%
15,088
-6,104
85
$1.11M 0.3%
58,592
+2,956
86
$1.09M 0.3%
+17,329
87
$1.09M 0.3%
5,992
+1,893
88
$1.09M 0.3%
8,446
+155
89
$1.07M 0.3%
29,084
+656
90
$1.06M 0.29%
7,683
+1,251
91
$1.04M 0.29%
10,905
+228
92
$1.03M 0.28%
7,262
+2,927
93
$1.03M 0.28%
7,850
+299
94
$1.02M 0.28%
22,673
95
$1.02M 0.28%
16,056
+237
96
$941K 0.26%
9,976
+1,171
97
$934K 0.26%
14,636
+1,665
98
$925K 0.25%
6,096
+2,112
99
$921K 0.25%
7,543
-1,064
100
$920K 0.25%
16,717
+3,844
2 3
4
5 6