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
126
$1.77M 0.13%
111,941
-75,617
127
$1.76M 0.13%
432
+328
128
$1.76M 0.13%
7,925
-75
129
$1.75M 0.13%
119,277
-15,711
130
$1.71M 0.13%
29,736
-8,610
131
$1.69M 0.13%
16,819
+4,960
132
$1.69M 0.13%
44,308
+4,834
133
$1.68M 0.13%
7,850
-98
134
$1.67M 0.13%
54,604
-2,180
135
$1.65M 0.12%
25,425
+19,209
136
$1.64M 0.12%
69,845
-2,997
137
$1.62M 0.12%
26,087
-5,859
138
$1.6M 0.12%
46,184
+18,656
139
$1.59M 0.12%
10,771
+38
140
$1.57M 0.12%
100,607
-24,596
141
$1.53M 0.12%
10,696
+59
142
$1.52M 0.12%
191,726
+72,301
143
$1.51M 0.11%
9,560
+2,285
144
$1.49M 0.11%
28,790
+1,690
145
$1.39M 0.11%
26,808
+3,522
146
$1.38M 0.1%
23,408
-2,995
147
$1.37M 0.1%
31,798
+3,098
148
$1.34M 0.1%
43,976
-6,494
149
$1.34M 0.1%
13,167
-1,007
150
$1.33M 0.1%
+12,780
4 5
6
7 8