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INDEPENDENT ADVISOR ALLIANCE 13F portfolio summary

INDEPENDENT ADVISOR ALLIANCE of INDEPENDENT ADVISOR ALLIANCE has 1569 current stock holdings with a reported portfolio value of $9.32B. The portfolio 1 year return is +20.37%. Top holdings include AWK (0.00%), BAK (0.00%), VRP (0.00%), AGGH (0.00%), BHF (0.00%).

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INDEPENDENT ADVISOR ALLIANCE

INDEPENDENT ADVISOR ALLIANCE
Latest filing: 2026-03-31

INDEPENDENT ADVISOR ALLIANCE runs INDEPENDENT ADVISOR ALLIANCE and currently holds 1,569 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $9.32B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. INDEPENDENT ADVISOR ALLIANCE ranks #374 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, INDEPENDENT ADVISOR ALLIANCE's portfolio at INDEPENDENT ADVISOR ALLIANCE has delivered returns of +20.37%. Their 3-year annualized return is +63.90%. Looking at the 5-year horizon, INDEPENDENT ADVISOR ALLIANCE has achieved +101.72% annualized returns at INDEPENDENT ADVISOR ALLIANCE.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.37%
#633/1000
3 Year
+63.90%
#582/1000
5 Year
+101.72%
#246/1000

Portfolio Value

$9.32B

Alpha Score

63.7

#374 of 1000

Holdings

1,569

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change