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
176
$379K 0.1%
+18,765
177
$371K 0.1%
3,295
+32
178
$368K 0.1%
+8,030
179
$364K 0.1%
5,708
+1,731
180
$361K 0.1%
61,700
181
$357K 0.1%
1,581
+1
182
$355K 0.1%
10,000
+397
183
$355K 0.1%
3,804
+559
184
$354K 0.1%
6,582
+2,606
185
$353K 0.1%
7,232
-1,617
186
$351K 0.1%
3,091
+274
187
$348K 0.1%
2,785
+254
188
$346K 0.1%
+1,050
189
$343K 0.09%
5,183
+1,053
190
$342K 0.09%
+14,042
191
$341K 0.09%
3,703
+187
192
$340K 0.09%
+11,353
193
$338K 0.09%
4,414
-9,315
194
$336K 0.09%
+9,196
195
$334K 0.09%
10,762
+395
196
$333K 0.09%
10,650
-12,923
197
$332K 0.09%
5,131
+331
198
$332K 0.09%
8,073
-4,110
199
$331K 0.09%
8,142
+239
200
$331K 0.09%
13,003
+1,673
6 7
8
9 10