Independent Advisor Alliance New Holdings in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
148K
New
$91.29 - $91.8 $13.5M - $13.6M
148K $13.5M
CGGO
Capital Group Global Growth Eq

ETFs
461K
New
$29.21 - $30.67 $13.5M - $14.1M
461K $13.5M
CGDV
Capital Group Divid Value ETF

ETFs
382K
New
$35.16 - $37.12 $13.4M - $14.2M
382K $13.5M
HYLS
First Tr Tactical High Yield L

ETFs
325K
New
$41.29 - $42.03 $13.4M - $13.7M
325K $13.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
327K
New
$40.06 - $45.21 $13.1M - $14.8M
327K $13.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
129K
New
$94.43 - $105.47 $12.2M - $13.6M
129K $13.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
232K
New
$53.94 - $58.15 $12.5M - $13.5M
232K $13.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
140K
New
$90.42 - $94.5 $12.7M - $13.3M
140K $12.7M
XLC
Select Sector Spdr Tr Communic

ETFs
125K
New
$89.66 - $102.16 $11.2M - $12.8M
125K $12.1M
PCEF
Invesco Cef Income Composite E

ETFs
625K
New
$19.05 - $19.86 $11.9M - $12.4M
625K $12M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
166K
New
$69.58 - $74.87 $11.5M - $12.4M
166K $11.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
198K
New
$57.29 - $63.1 $11.3M - $12.5M
198K $11.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
63.7K
New
$174.22 - $187.62 $11.1M - $12M
63.7K $11.2M
XLE
Energy Sector Spdr

ETFs
130K
New
$83.32 - $97.27 $10.8M - $12.7M
130K $11.1M
AVLV
American Centy ETF Tr Avantis
167K
New
$65.51 - $71.22 $10.9M - $11.9M
167K $11.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
115K
New
$89.97 - $98.59 $10.4M - $11.4M
115K $10.9M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
466K
New
$23.29 - $23.93 $10.9M - $11.2M
466K $10.9M
XLV
Select Sector Spdr Fund Health

ETFs
77.8K
New
$136.28 - $154.74 $10.6M - $12M
77.8K $10.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
93.8K
New
$106.56 - $113.11 $9.99M - $10.6M
93.8K $10M
PSI
Invesco Exchange Traded Fd Tr

ETFs
172K
New
$53.26 - $60.98 $9.16M - $10.5M
172K $9.96M
IYG
Ishares Tr

ETFs
127K
New
$70.24 - $82.34 $8.94M - $10.5M
127K $9.9M
FSIG
First Tr ETF Iv LTD Duration I
515K
New
$18.8 - $19.23 $9.68M - $9.9M
515K $9.72M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
184K
New
$51.58 - $52.91 $9.5M - $9.75M
184K $9.53M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
108K
New
N/A
108K $9.23M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
122K
New
N/A
122K $9.16M
IWB
Ishares Tr Russell 1000 ETF

ETFs
27.9K
New
$311.11 - $335.64 $8.69M - $9.38M
27.9K $9M
XLP
Consumer Staples Sector Spdr

ETFs
117K
New
N/A
117K $8.93M
IWM
Ishares Russell 2000 ETF

ETFs
39.4K
New
$216.13 - $242.4 $8.53M - $9.56M
39.4K $8.72M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
190K
New
$45.07 - $47.1 $8.57M - $8.96M
190K $8.6M
CGUS
Capital Group Core Equity ETF
240K
New
$33.96 - $36.24 $8.14M - $8.69M
240K $8.38M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
349K
New
$23.42 - $24.25 $8.18M - $8.47M
349K $8.25M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
83K
New
$99.0 - $99.5 $8.22M - $8.26M
83K $8.23M
JMEE
J P Morgan Exchange Traded Fd

ETFs
131K
New
$60.1 - $66.4 $7.87M - $8.69M
131K $7.91M
FTA
First Tr Large Cap Value

ETFs
97.9K
New
$75.21 - $83.49 $7.36M - $8.17M
97.9K $7.48M
SPSB
Spdr Portfolio Short Term Corp

ETFs
250K
New
$29.77 - $30.19 $7.44M - $7.55M
250K $7.46M
VDC
Vanguard Consumer Staples ETF

ETFs
34.4K
New
$210.96 - $223.62 $7.26M - $7.7M
34.4K $7.28M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
141K
New
$50.34 - $56.61 $7.1M - $7.98M
141K $7.22M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
328K
New
$21.66 - $22.69 $7.11M - $7.45M
328K $7.15M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
278K
New
$24.94 - $25.74 $6.92M - $7.14M
278K $7.08M
BSCU
Invesco Exc Self Ind Tr

ETFs
428K
New
$16.32 - $16.99 $6.99M - $7.28M
428K $7.01M
SRLN
Ssga Active Trust

ETFs
167K
New
$41.48 - $42.08 $6.95M - $7.05M
167K $6.99M
PULS
Pgim ETF Tr

ETFs
141K
New
$49.51 - $49.79 $6.96M - $7M
141K $6.97M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
275K
New
$24.55 - $25.16 $6.76M - $6.93M
275K $6.79M
EDOW
First Tr Exchange Traded Fd

ETFs
186K
New
$35.29 - $38.02 $6.58M - $7.09M
186K $6.77M
IBB
Ishares Biotechnology ETF

ETFs
51.2K
New
$131.21 - $148.85 $6.72M - $7.62M
51.2K $6.77M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
343K
New
$19.47 - $20.95 $6.68M - $7.19M
343K $6.7M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
70.1K
New
$94.79 - $95.69 $6.65M - $6.71M
70.1K $6.66M
FXD
First Tr Exchange Traded Fd

ETFs
99.7K
New
$62.05 - $68.52 $6.19M - $6.83M
99.7K $6.45M
AVUS
American Centy ETF Tr Avantis

ETFs
66.4K
New
$94.36 - $102.06 $6.27M - $6.78M
66.4K $6.44M
Activity Summary
Buys All Purchases 1194 New Holdings 688 Increased Positions 506 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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