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
201
$330K 0.09%
13,201
+1,200
202
$325K 0.09%
16,065
+3,928
203
$322K 0.09%
+5,683
204
$321K 0.09%
9,334
-500
205
$318K 0.09%
+7,738
206
$318K 0.09%
68,600
-314,200
207
$315K 0.09%
2,354
+205
208
$310K 0.09%
+3,390
209
$309K 0.08%
13,515
+3,255
210
$302K 0.08%
23,579
+2,404
211
$301K 0.08%
6,995
-8,881
212
$299K 0.08%
1,016
+18
213
$298K 0.08%
6,039
+422
214
$291K 0.08%
+2,078
215
$290K 0.08%
48,373
-21,094
216
$282K 0.08%
2,514
+39
217
$282K 0.08%
+4,575
218
$280K 0.08%
+4,190
219
$280K 0.08%
3,280
+40
220
$279K 0.08%
+11,996
221
$273K 0.08%
3,594
-551
222
$271K 0.07%
711
-60
223
$271K 0.07%
13,359
-6,726
224
$270K 0.07%
18,820
-6,206
225
$268K 0.07%
9,814
+1,112
7 8
9
10 11