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
151
$1.31M 0.1%
6,949
-313
152
$1.31M 0.1%
48,125
-5,695
153
$1.3M 0.1%
21,142
+264
154
$1.3M 0.1%
5,154
+630
155
$1.28M 0.1%
4,070
-1,312
156
$1.28M 0.1%
16,448
-98
157
$1.27M 0.1%
6,647
-108
158
$1.27M 0.1%
5,330
+644
159
$1.26M 0.1%
44,705
-7,926
160
$1.25M 0.1%
5,293
+160
161
$1.24M 0.09%
5,879
+2,227
162
$1.21M 0.09%
6,748
+281
163
$1.18M 0.09%
5,251
-49
164
$1.17M 0.09%
47,538
+22,142
165
$1.16M 0.09%
10,537
+1,281
166
$1.14M 0.09%
18,239
+771
167
$1.13M 0.09%
20,438
-152
168
$1.1M 0.08%
69,698
-4,160
169
$1.1M 0.08%
28,430
-3,425
170
$1.08M 0.08%
5,169
-90
171
$1.08M 0.08%
14,357
+847
172
$1.07M 0.08%
7,295
+152
173
$1.07M 0.08%
25,012
-7,158
174
$1.06M 0.08%
16,734
-760
175
$1.06M 0.08%
2,182
+762
5 6
7
8 9