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
151
$504K 0.14%
6,264
+1,553
152
$503K 0.14%
12,912
+1,821
153
$477K 0.13%
8,479
-5,653
154
$474K 0.13%
9,449
-249
155
$472K 0.13%
4,882
+526
156
$471K 0.13%
72,673
+1,037
157
$462K 0.13%
2,424
+188
158
$462K 0.13%
17,575
159
$447K 0.12%
2,600
+11
160
$440K 0.12%
22,775
+2,337
161
$440K 0.12%
25,649
-11,399
162
$430K 0.12%
12,000
163
$425K 0.12%
25,520
-5,754
164
$412K 0.11%
2,003
+141
165
$408K 0.11%
+2,961
166
$405K 0.11%
+2,094
167
$403K 0.11%
6,058
-446
168
$401K 0.11%
+7,817
169
$397K 0.11%
4,427
+375
170
$394K 0.11%
5,882
+3
171
$389K 0.11%
+3,482
172
$388K 0.11%
6,693
-396
173
$386K 0.11%
21,942
-462
174
$386K 0.11%
5,616
+91
175
$385K 0.11%
4,355
+94
5 6
7
8 9