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Home > Institutional Investor > Independent Advisor Alliance > Profile

Instuitional Investor - Independent Advisor Alliance

Fund Profile
Filing Period:
Fund Name: Independent Advisor Alliance
Portfolio Value $2,776,190,692
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 825,573 $185,726,431 6.68%
2.
Apple Inc.
 AAPL 917,088 $176,566,890 6.36%
3.
Ameris Bancorp
 ABCB 2,514,293 $133,383,247 4.8%
4.
Microsoft Corp
 MSFT 310,577 $116,789,190 4.2%
5.
Amazon Com Inc
 AMZN 543,149 $82,526,175 2.97%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)