IAA
Independent Advisor Alliance Portfolio holdings
AUM
$4.12B
1-Year Est. Return
30.56%
This Fund
S&P 500
1 Year Est. Return
+30.56%
AUM
$4.12B
AUM Growth
+$269M
(+7%)
Holding
1,060
Top Buys
| 1 | +$76.1M | |
| 2 | +$25.4M | |
| 3 | +$6.83M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$6.67M |
| 5 |
Seagate
STX
|
+$5.09M |
Top Sells
| 1 | +$5.59M | |
| 2 | +$5.31M | |
| 3 | +$4.98M | |
| 4 |
Garmin
GRMN
|
+$3.92M |
| 5 |
Hims & Hers Health
HIMS
|
+$2.99M |
Sector Composition
| 1 | Technology | 31.7% |
| 2 | Financials | 14.69% |
| 3 | Consumer Discretionary | 8.52% |
| 4 | Communication Services | 7.96% |
| 5 | Industrials | 7.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Tilray
TLRY
$851M
| – | – |
-1,071
|
|
||
1052
Toast
TOST
$17.4B
| – | – |
-18,116
|
|
||
1053
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.18B
| – | – |
-6,842
|
|
||
1054
Zillow
Z
$11B
| – | – |
-3,141
|
|
||
1055
Sable Offshore Corp
SOC
$1.46B
| – | – |
-27,274
|
|
||
1056
Astera Labs
ALAB
$19.4B
| – | – |
-1,042
|
|
||
|
WYHG
1057
Wing Yip Food Holdings
WYHG
$22.6M
| – | – |
-11,880
|
|
||
|
NAMI
1058
Jinxin Technology Holding
NAMI
$34M
| – | – |
-12,105
|
|
||
|
BMNR
1059
BitMine Immersion Technologies
BMNR
$9.61B
| – | – |
-3,876
|
|
||
|
K
1060
DELISTED
Kellanova
K
| – | – |
-6,882
|
|