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
201
$882K 0.07%
20,004
+1,825
202
$878K 0.07%
4,740
+3,360
203
$858K 0.07%
8,400
+2,400
204
$858K 0.07%
23,524
-106
205
$857K 0.07%
5,159
+920
206
$852K 0.06%
8,466
-98
207
$851K 0.06%
25,047
+7,993
208
$848K 0.06%
+26,938
209
$846K 0.06%
8,727
-216
210
$839K 0.06%
9,583
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211
$834K 0.06%
4,148
-886
212
$831K 0.06%
4,989
+26
213
$831K 0.06%
21,727
+1,314
214
$830K 0.06%
5,951
+270
215
$828K 0.06%
22,284
+1,107
216
$825K 0.06%
1,464
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217
$814K 0.06%
8,919
-830
218
$800K 0.06%
10,302
+5,814
219
$790K 0.06%
25,710
+930
220
$782K 0.06%
16,617
-227
221
$777K 0.06%
+23,409
222
$763K 0.06%
140,718
-26,039
223
$762K 0.06%
33,818
+16,544
224
$757K 0.06%
34,995
+19,770
225
$752K 0.06%
43,072
-2,557
7 8
9
10 11