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
AESR
Two Rds Shared Tranfield Us Eq

ETFs
91.3K
New
$16.85 - $18.09 $1.54M - $1.65M
91.3K $1.58M
IDEV
Ishares Core Msci Intl Develop

ETFs
24.4K
New
$64.18 - $70.42 $1.57M - $1.72M
24.4K $1.57M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
34.4K
New
$45.17 - $47.23 $1.56M - $1.63M
34.4K $1.56M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
61.2K
New
$25.0 - $25.11 $1.53M - $1.54M
61.2K $1.53M
KXI
Ishares Tr Global Consumer Sta

ETFs
25.4K
New
$60.15 - $65.39 $1.53M - $1.66M
25.4K $1.53M
IFRA
Ishares Tr

ETFs
33K
New
$45.94 - $51.71 $1.52M - $1.71M
33K $1.53M
IWN
Ishares Russell2000 Val ETF

ETFs
9.27K
New
$162.69 - $181.35 $1.51M - $1.68M
9.27K $1.52M
QWLD
Spdr Index Shs Fds

ETFs
12.2K
New
$123.39 - $130.49 $1.51M - $1.6M
12.2K $1.52M
FRI
First Tr S&P Reit Index Fd

ETFs
55.4K
New
$26.74 - $30.19 $1.48M - $1.67M
55.4K $1.52M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
427K
New
$3.35 - $4.13 $1.43M - $1.76M
427K $1.52M
LEN
Lennar Corp

Consumer Cyclical
11K
New
$136.2 - $188.96 $1.49M - $2.07M
11K $1.49M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
62.9K
New
N/A
62.9K $1.49M
STEW
Boulder Growth & Income Fund

Financial Services
91.3K
New
$15.33 - $16.73 $1.4M - $1.53M
91.3K $1.46M
BIBL
Northern Lts Fd Tr Iv

ETFs
37.5K
New
$38.73 - $42.41 $1.45M - $1.59M
37.5K $1.46M
OEF
Ishares S&P 100 ETF

ETFs
5.47K
New
N/A
5.47K $1.46M
AVDE
American Centy ETF Tr Avantis

ETFs
23.7K
New
$60.9 - $66.69 $1.44M - $1.58M
23.7K $1.45M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
20.5K
New
$70.1 - $76.53 $1.44M - $1.57M
20.5K $1.45M
IOO
Ishares Tr Global 100 ETF

ETFs
14.4K
New
$97.46 - $103.45 $1.4M - $1.49M
14.4K $1.45M
FSMD
Fidelity Covington Tr Small Mi

ETFs
35K
New
$40.75 - $44.85 $1.43M - $1.57M
35K $1.44M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
50.2K
New
$28.56 - $30.02 $1.43M - $1.51M
50.2K $1.44M
BSJR
Invesco Indx Tr

ETFs
64.1K
New
$22.37 - $22.7 $1.43M - $1.45M
64.1K $1.44M
SKYY
First Trust Cloud Computing Et

ETFs
11.9K
New
$99.98 - $130.46 $1.19M - $1.55M
11.9K $1.41M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
23.7K
New
$56.81 - $61.22 $1.34M - $1.45M
23.7K $1.39M
LGOV
First Tr ETF Iv Long Duration

ETFs
66.8K
New
$20.75 - $22.49 $1.39M - $1.5M
66.8K $1.39M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
83.2K
New
$16.5 - $17.41 $1.37M - $1.45M
83.2K $1.39M
SPE
Special Opportunities Fund, Inc.

Financial Services
94.3K
New
$13.91 - $15.53 $1.31M - $1.47M
94.3K $1.38M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
29.9K
New
$45.38 - $46.88 $1.36M - $1.4M
29.9K $1.37M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17.9K
New
$74.5 - $78.37 $1.33M - $1.4M
17.9K $1.33M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
21.4K
New
$60.51 - $65.57 $1.3M - $1.41M
21.4K $1.3M
VNQ
Vanguard Specialized Funds Van

ETFs
14.6K
New
$87.85 - $98.6 $1.28M - $1.43M
14.6K $1.3M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
27.8K
New
$45.85 - $49.28 $1.27M - $1.37M
27.8K $1.3M
ITA
Ishares Tr

ETFs
8.89K
New
$144.31 - $157.31 $1.28M - $1.4M
8.89K $1.29M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
26.2K
New
$48.96 - $52.85 $1.28M - $1.39M
26.2K $1.29M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
13.4K
New
$94.54 - $104.98 $1.27M - $1.41M
13.4K $1.28M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
58.3K
New
$21.68 - $22.16 $1.26M - $1.29M
58.3K $1.26M
DVYE
Ishares Emerging Markets Divid

ETFs
48.4K
New
$25.42 - $29.74 $1.23M - $1.44M
48.4K $1.25M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
36K
New
$34.04 - $35.66 $1.22M - $1.28M
36K $1.24M
INTF
Ishares Tr

ETFs
41.9K
New
$28.54 - $31.26 $1.2M - $1.31M
41.9K $1.2M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
63.8K
New
$18.62 - $19.05 $1.19M - $1.22M
63.8K $1.19M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
6.49K
New
$182.19 - $195.69 $1.18M - $1.27M
6.49K $1.19M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
198K
New
$5.83 - $6.64 $1.15M - $1.31M
198K $1.18M
TIP
Ishares Tr Tips Bd ETF

ETFs
11K
New
$106.33 - $110.69 $1.17M - $1.22M
11K $1.17M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
21.5K
New
$53.38 - $60.64 $1.15M - $1.31M
21.5K $1.17M
SE
Sea LTD

Consumer Cyclical
11K
New
$93.56 - $117.41 $1.03M - $1.3M
11K $1.17M
CALM
Cal Maine Foods Inc

Consumer Defensive
11.3K
New
$75.41 - $112.24 $854K - $1.27M
11.3K $1.17M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
64K
New
$18.2 - $19.3 $1.16M - $1.23M
64K $1.16M
VOX
Vanguard Communication Service

ETFs
7.49K
New
$144.31 - $163.57 $1.08M - $1.23M
7.49K $1.16M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.02K
New
$563.99 - $620.12 $1.14M - $1.25M
2.02K $1.15M
IJK
Ishares S&P Midcap 400 Growth

ETFs
12.6K
New
$90.66 - $99.46 $1.14M - $1.25M
12.6K $1.14M
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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