IAA
Independent Advisor Alliance Portfolio holdings
AUM
$9.32B
1-Year Est. Return
33.2%
This Fund
S&P 500
1 Year Est. Return
+33.2%
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
Lennox International
LII
$17.9B
| – | – |
-389
|
|
||
1052
Murphy USA
MUSA
$10B
| – | – |
-520
|
|
||
1053
Pinterest
PINS
$11.6B
| – | – |
-6,482
|
|
||
1054
VanEck Pharmaceutical ETF
PPH
$923M
| – | – |
-55,078
|
|
||
1055
Ryder
R
$10.1B
| – | – |
-4,555
|
|
||
1056
Ferrari
RACE
$60.7B
| – | – |
-557
|
|
||
1057
RLI Corp
RLI
$4.6B
| – | – |
-5,720
|
|
||
1058
Skyward Specialty Insurance
SKWD
$1.73B
| – | – |
-19,387
|
|
||
1059
Tilray
TLRY
$611M
| – | – |
-1,071
|
|
||
1060
Sable Offshore Corp
SOC
$2.04B
| – | – |
-27,274
|
|