Managers / Q4 2019 · view latest →
Independent Advisor Alliance
CIK 0001696899 · 11215 N. COMMUNITY HOUSE ROAD, SUITE 775, CHARLOTTE, NC, 28277 · 980-318-5425
Reported Value
$2.3B
Q4 2019
Positions
1,042
Filings on Record
30
2019–present window
Filed
Feb 7, 2020
original filing
Summary
Independent Advisor Alliance reported $2.3B in U.S.-listed holdings across 1,042 positions for Q4 2019.
Its largest position, Ishares Tr, represents 4.2% of the portfolio.
Compared with Q3 2019, the fund opened 462 new positions and exited 32.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 60.3% · $1.4B
- Common Stock · 34.4% · $789M
- Closed-End Fund · 2.0% · $46M
- Other · 1.7% · $39M
- REIT · 0.7% · $15M
- Other · 0.9% · $22M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $9.3B | 2,740 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $4.1B | 1,697 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $3.8B | 1,620 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $3.5B | 1,541 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.0B | 1,440 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $7.6B | 2,258 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.7B | 1,247 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.9B | 1,222 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.8B | 821 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.8B | 833 | Feb 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.2B | 750 | Oct 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $2.3B | 765 | Jul 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $2.1B | 757 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $291.0B | 494 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.7B | 692 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.8B | 677 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $2.1B | 710 | May 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.0B | 725 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.8B | 680 | Nov 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.8B | 676 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.7B | 646 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.5B | 646 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.3B | 534 | Nov 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $935M | 536 | Aug 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $687M | 474 | May 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $2.3B | 1,042 | Feb 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $819M | 522 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $691M | 502 | Aug 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $711M | 475 | May 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $565M | 442 | Feb 12, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.