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
101
$2.73M 0.21%
99,433
+62,680
102
$2.72M 0.21%
45,592
+24,329
103
$2.71M 0.21%
47,149
-127
104
$2.69M 0.2%
46,120
+7,101
105
$2.69M 0.2%
40,962
+1,103
106
$2.64M 0.2%
80,369
+2,626
107
$2.63M 0.2%
24,247
+388
108
$2.61M 0.2%
5,869
+468
109
$2.56M 0.19%
48,961
-927
110
$2.47M 0.19%
10,641
-6
111
$2.47M 0.19%
32,932
+375
112
$2.45M 0.19%
168,695
-13,574
113
$2.42M 0.18%
25,420
+676
114
$2.36M 0.18%
373
-40
115
$2.32M 0.18%
15,956
-202
116
$2.31M 0.18%
23,792
+16,970
117
$2.24M 0.17%
37,089
-1,798
118
$2.23M 0.17%
61,060
-1,110
119
$2.14M 0.16%
10,196
+5,019
120
$2.05M 0.16%
+1,237
121
$2.05M 0.16%
6,274
+3,444
122
$2.02M 0.15%
36,887
+25,891
123
$1.98M 0.15%
142,373
+7,906
124
$1.8M 0.14%
46,647
+38
125
$1.78M 0.13%
7,515
-1,191
3 4
5
6 7