Independent Advisor Alliance - Portfolio overview

Independent Advisor Alliance has 1705 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ABCB - AMERIS BANCORP, 4.22%
2. QQQM - INVESCO EXCH TRADED FD TR II, 3.93%
3. NVDA - NVIDIA CORPORATION, 3.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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