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 | |
|---|---|---|---|---|---|---|
76
UnitedHealth
UNH
$294B
| $7.78M | 0.22% |
24,951
-9,302
|
|
||
77
GE Aerospace
GE
$324B
| $7.72M | 0.22% |
30,007
+1,380
|
|
||
78
Micron Technology
MU
$267B
| $7.72M | 0.22% |
62,637
+1,005
|
|
||
79
Sezzle
SEZL
$2.02B
| $7.67M | 0.22% |
42,816
-7,290
|
|
||
80
Cisco
CSCO
$280B
| $7.62M | 0.22% |
109,812
+4,786
|
|
||
81
TSMC
TSM
$1.49T
| $7.61M | 0.22% |
33,612
+5,798
|
|
||
82
Altria Group
MO
$97.4B
| $7.43M | 0.21% |
126,724
-6,115
|
|
||
83
Intuitive Surgical
ISRG
$199B
| $7.41M | 0.21% |
13,627
+1,537
|
|
||
84
Walt Disney
DIS
$199B
| $7.28M | 0.21% |
58,703
-1,790
|
|
||
85
Qualcomm
QCOM
$183B
| $7.23M | 0.21% |
45,387
-2,683
|
|
||
86
ConocoPhillips
COP
$107B
| $7.14M | 0.21% |
79,572
-9,389
|
|
||
87
Citigroup
C
$180B
| $6.99M | 0.2% |
82,172
-3,488
|
|
||
88
GE Vernova
GEV
$156B
| $6.8M | 0.2% |
12,850
+3,512
|
|
||
89
RTX Corp
RTX
$237B
| $6.65M | 0.19% |
45,531
+801
|
|
||
90
Hershey
HSY
$34.6B
| $6.63M | 0.19% |
39,965
+9,313
|
|
||
91
Wells Fargo
WFC
$270B
| $6.43M | 0.19% |
80,212
-1,720
|
|
||
92
General Dynamics
GD
$93.6B
| $6.37M | 0.18% |
21,830
-100
|
|
||
93
Accenture
ACN
$152B
| $6.32M | 0.18% |
21,139
-3,091
|
|
||
94
S&P Global
SPGI
$150B
| $6.24M | 0.18% |
11,834
+605
|
|
||
95
United Rentals
URI
$54B
| $6.15M | 0.18% |
8,161
-184
|
|
||
96
Merck
MRK
$214B
| $6.09M | 0.18% |
76,974
+12,751
|
|
||
97
iShares Core US Aggregate Bond ETF
AGG
$132B
| $6.07M | 0.17% |
61,158
+3,887
|
|
||
98
Goldman Sachs
GS
$236B
| $6.07M | 0.17% |
8,570
+1,316
|
|
||
99
Deere & Co
DE
$126B
| $5.91M | 0.17% |
11,628
-349
|
|
||
100
Uber
UBER
$191B
| $5.91M | 0.17% |
63,355
+20,153
|
|