Independent Advisor Alliance 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IA Independent Advisor Alliance | Institutional Filer | ▲ 126.33% | $9.32B | 1595 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1595)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 2.1M | $363.9M | 3.90% |
| 2 | SPYM | SPDR SERIES TRUST | — | 4.5M | $342.8M | 3.68% |
| 3 | AAPL | Apple Inc. | Technology | 872K | $221.2M | 2.37% |
| 4 | ABCB | Ameris Bancorp | Financial Services | 2.6M | $206.5M | 2.22% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | — | 841K | $199.9M | 2.14% |
| 6 | SPYG | SPDR SERIES TRUST | — | 1.8M | $180.3M | 1.93% |
| 7 | SPY | SPDR S&P 500 ETF Trust | — | 245K | $159.3M | 1.71% |
| 8 | SPYV | SPDR SERIES TRUST | — | 2.8M | $157.3M | 1.69% |
| 9 | IVV | ISHARES TR | — | 237K | $155.1M | 1.66% |
| 10 | MSFT | Microsoft Corporation | Technology | 307K | $113.5M | 1.22% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 539K | $112.3M | 1.20% |
| 12 | SPDW | SPDR INDEX SHS FDS | — | 2.2M | $102.1M | 1.10% |
| 13 | CGGR | CAPITAL GROUP GROWTH ETF | — | 2.2M | $88.3M | 0.95% |
| 14 | QQQ | Invesco QQQ Trust | — | 149K | $86.1M | 0.92% |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | — | 389K | $83.6M | 0.90% |
Showing 1 to 15 of 1000 holdings