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
176
$1.06M 0.08%
22,519
-4,141
177
$1.05M 0.08%
98,388
+24,913
178
$1.03M 0.08%
23,336
+17,506
179
$1.02M 0.08%
4,785
+83
180
$1M 0.08%
9,223
+555
181
$1M 0.08%
21,296
+15,836
182
$999K 0.08%
16,409
+789
183
$994K 0.08%
23,148
+138
184
$990K 0.08%
5,223
-5,181
185
$990K 0.08%
6,101
+252
186
$988K 0.08%
72,522
+3,776
187
$986K 0.07%
7,120
+1,416
188
$985K 0.07%
576
-120
189
$976K 0.07%
5,591
-94
190
$963K 0.07%
35,449
+23,018
191
$960K 0.07%
30,911
-584
192
$958K 0.07%
26,133
+1,373
193
$956K 0.07%
11,795
+1,001
194
$952K 0.07%
8,192
+49
195
$947K 0.07%
27,565
-500
196
$945K 0.07%
21,755
+979
197
$931K 0.07%
9,671
+62
198
$918K 0.07%
6,255
+658
199
$904K 0.07%
87,535
+2,250
200
$892K 0.07%
33,480
+2,342
6 7
8
9 10