Independent Advisor Alliance Software—Application

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66B
$16.8 Million 0.57% of portfolio
58,108
Q1 2025 Added 9.67%
$268B
$11.8 Million 0.4% of portfolio
43,884
Q1 2025 Added 1.25%
$438M
$11 Million 0.37% of portfolio
1,337,491
Q1 2025 Reduced 10.72%
$204B
$7.56 Million 0.26% of portfolio
9,492
Q1 2025 Added 15.52%
$215B
$5.88 Million 0.2% of portfolio
9,571
Q1 2025 Reduced 6.13%
$349M
$4.9 Million 0.17% of portfolio
447,493
Q1 2025 Added 1.29%
$8.52B
$3.88 Million 0.13% of portfolio
38,520
Q1 2025 Reduced 1.1%
$171B
$3.15 Million 0.11% of portfolio
43,202
Q1 2025 Added 3.99%
$21.6B
$3.08 Million 0.1% of portfolio
16,438
Q1 2025 Reduced 0.53%
$128B
$2.69 Million 0.09% of portfolio
28,210
Q1 2025 Reduced 2.43%
$356B
$2.67 Million 0.09% of portfolio
9,957
Q1 2025 Added 0.35%
$32.1B
$1.75 Million 0.06% of portfolio
32,000
Q1 2025 Reduced 20.05%
$36.1B
$1.38 Million 0.05% of portfolio
8,004
Q1 2025 Added 6.89%
$53.1B
$1.35 Million 0.05% of portfolio
5,496
Q1 2025 Added 4.09%
$27.9B
$970,000 0.03% of portfolio
1,698
Q1 2025 Reduced 5.25%
$83.9B
$812,000 0.03% of portfolio
3,196
Q1 2025 Reduced 12.68%
$34.9B
$642,000 0.02% of portfolio
6,474
Q1 2025 Reduced 14.91%
$50.8B
$569,000 0.02% of portfolio
2,440
Q1 2025 Reduced 5.39%
$45.1B
$518,000 0.02% of portfolio
281
Q1 2025 Reduced 0.71%
$112B
$518,000 0.02% of portfolio
1,956
Q1 2025 Added 22.25%
$4.4B
$493,000 0.02% of portfolio
2,242
Q1 2025 Reduced 14.0%
$15.5B
$428,000 0.01% of portfolio
5,270
Q1 2025 Added 4.52%
$30.1B
$342,000 0.01% of portfolio
1,082
Q1 2025 Added 8.96%
$19.9B
$213,000 0.01% of portfolio
2,900
Q1 2025 Reduced 6.33%
$1.56B
$171,000 0.01% of portfolio
21,081
Q1 2025 Reduced 27.19%
$186M
$109,000 0.0% of portfolio
10,931
Q3 2024 New
$2.54B
$97,000 0.0% of portfolio
11,140
Q1 2025 New
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