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
$1.32B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$7.2M
3
+$6.59M
4
HD icon
Home Depot
HD
+$6.49M
5
WMT icon
Walmart
WMT
+$6.39M

Top Sells

1
+$7.83M
2
+$3.95M
3
+$3.5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.31M
5
NVDA icon
NVIDIA
NVDA
+$2.94M

Sector Composition

1 Technology 25.86%
2 Consumer Discretionary 14.13%
3 Industrials 11.49%
4 Consumer Staples 10.16%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.2M 0.39%
459,043
+445,931
77
$5.18M 0.39%
17,630
+559
78
$5.17M 0.39%
99,822
-18,360
79
$5.07M 0.38%
60,920
+8,272
80
$4.52M 0.34%
187,600
-48,735
81
$4.37M 0.33%
29,512
-2,370
82
$4.21M 0.32%
+163,653
83
$4.01M 0.3%
55,720
-11,224
84
$4M 0.3%
25,403
-1,908
85
$3.84M 0.29%
131,421
-2,714
86
$3.67M 0.28%
106,960
-9,610
87
$3.58M 0.27%
51,536
-11,868
88
$3.45M 0.26%
13,578
+1,053
89
$3.44M 0.26%
43,457
+4,669
90
$3.32M 0.25%
20,102
-11,797
91
$3.26M 0.25%
+11,769
92
$3.26M 0.25%
37,917
-6,899
93
$3.14M 0.24%
26,983
+4,432
94
$3.09M 0.23%
30,180
+1,380
95
$3.06M 0.23%
77,791
-18,455
96
$2.99M 0.23%
14,759
+221
97
$2.97M 0.23%
64,190
-471
98
$2.93M 0.22%
113,319
+399
99
$2.93M 0.22%
37,987
-101
100
$2.86M 0.22%
12,012
+218
2 3
4
5 6