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
126
$703K 0.19%
5,908
+206
127
$697K 0.19%
10,580
+1,363
128
$676K 0.19%
8,705
-8,239
129
$676K 0.19%
10,435
+1,293
130
$675K 0.19%
12,501
+755
131
$668K 0.18%
5,475
+657
132
$654K 0.18%
22,184
+2,718
133
$648K 0.18%
20,737
+2,281
134
$647K 0.18%
4,770
+270
135
$636K 0.17%
12,299
+1,702
136
$629K 0.17%
14,697
+1,852
137
$628K 0.17%
7,704
+101
138
$619K 0.17%
5,100
+656
139
$618K 0.17%
7,534
+337
140
$617K 0.17%
25,040
+13,130
141
$617K 0.17%
7,938
+613
142
$609K 0.17%
11,137
+806
143
$609K 0.17%
7,901
+1,021
144
$594K 0.16%
21,882
+1,517
145
$582K 0.16%
11,028
+2,400
146
$572K 0.16%
+13,977
147
$563K 0.15%
+6,143
148
$557K 0.15%
3,604
-992
149
$542K 0.15%
4,573
+452
150
$534K 0.15%
10,089
-5,560
4 5
6
7 8