Independent Advisor Alliance
CIK:0001696899
Investment Adviser
$23B AUM
889 holdings
Charlotte, NC, USA
Independent Advisor Alliance is a support system for financial advisors, offering compliance, consulting, and various programs to empower advisors in managing their practices.
Investment Strategy
IAA advisors design portfolios with asset allocations that align with each client’s investment objectives, focusing on minimizing transaction costs, maximizing diversification, and anticipating market fluctuations.
Top Buys
N
NVDANVIDIA CORPORATION+$99.8M
M
MSFTMICROSOFT CORP+$35.3M
A
AVGOBROADCOM INC+$22.1M
A
ABCBAMERIS BANCORP+$17.8M
A
AMZNAMAZON COM INC+$17.6M
Top Sells
A
AAPLAPPLE INC-$19.8M
U
UNHUNITEDHEALTH GROUP INC-$10.2M
X
XOMEXXON MOBIL CORP-$7.0M
A
AMSWALOGILITY SUPPLY CHAIN SOLUTI-$6.4M
E
ETNEATON CORP PLC-$5.2M
Top Holdings
N
NVDANVIDIA CORPORATION+8.2%$283.2M
A
AAPLAPPLE INC+5.6%$193.5M
A
ABCBAMERIS BANCORP+4.6%$161.1M
M
MSFTMICROSOFT CORP+4.5%$156.8M
A
AMZNAMAZON COM INC+3.8%$130.9M
Equity Positions (878)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.16% | $283.2M | 1,792,266 | $65.80 | $157.99 | +$99.8M |
A AAPL | APPLE INC | 5.58% | $193.5M | 943,130 | $87.87 | $205.17 | -$19.8M |
A ABCB | AMERIS BANCORP | 4.65% | $161.1M | 2,490,490 | $45.69 | $64.70 | +$17.8M |
M MSFT | MICROSOFT CORP | 4.52% | $156.8M | 315,162 | $190.76 | $497.41 | +$35.3M |
A AMZN | AMAZON COM INC | 3.77% | $130.9M | 596,496 | $115.16 | $219.39 | +$17.6M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+12.0%
SERVICES-PREPACKAGED SOFTWARE
+8.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.3%
ELECTRONIC COMPUTERS
+5.8%
STATE COMMERCIAL BANKS
+5.0%