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
101
$904K 0.25%
+43,026
102
$883K 0.24%
14,246
-57
103
$881K 0.24%
6,255
+629
104
$875K 0.24%
5,529
+823
105
$869K 0.24%
11,638
+477
106
$866K 0.24%
11,282
+2,675
107
$864K 0.24%
19,069
-122
108
$859K 0.24%
4,021
-212
109
$821K 0.23%
21,711
+8,595
110
$821K 0.23%
66,562
-8,168
111
$812K 0.22%
5,618
+1,948
112
$806K 0.22%
4,289
+2,581
113
$805K 0.22%
44,845
-6,300
114
$790K 0.22%
5,541
-296
115
$788K 0.22%
10,375
-6,101
116
$776K 0.21%
10,156
+936
117
$775K 0.21%
14,710
+2,809
118
$775K 0.21%
17,060
+2,899
119
$772K 0.21%
10,191
+1,234
120
$742K 0.2%
28,090
+4,499
121
$737K 0.2%
12,358
+1,490
122
$722K 0.2%
9,386
-395
123
$717K 0.2%
13,802
+1,596
124
$710K 0.2%
17,346
+2,049
125
$706K 0.19%
12,607
+65
3 4
5
6 7