JESSICA SEXTON

@Independent Advisor Alliance

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$2.748B

Total holdings704

Assets growth rate-5.9%

Assets growth rate (2-Q avg)-0.25%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Advisor Alliance's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 704 positions.

Assets under management

The assets under management (AUM) of Independent Advisor Alliance over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.748B in assets, with a quarterly growth rate of -5.9% and a 2-quarter average growth rate of -0.25%. The portfolio is managed by JESSICA SEXTON, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AFLAflac Inc Recent Activity New Position	0.17%	$4.404M 39,393 shares@ $111.8 avg price	New Position
DECKDeckers Outdoor Corp Recent Activity New Position	0.16%	$4.171M 26,160 shares@ $159.46 avg price	New Position
TAt&t Inc Recent Activity New Position	0.15%	$4.001M 181,872 shares@ $22.0 avg price	New Position
POWLPowell Inds Inc Recent Activity New Position	0.14%	$3.69M 16,621 shares@ $222.0 avg price	New Position
HWMHowmet Aerospace Inc Recent Activity New Position	0.09%	$2.342M 23,366 shares@ $100.25 avg price	New Position
ANFAbercrombie & Fitch Co Recent Activity New Position	0.09%	$2.293M 16,388 shares@ $139.9 avg price	New Position
STNGScorpio Tankers Inc Recent Activity New Position	0.09%	$2.221M 31,156 shares@ $71.31 avg price	New Position
RRyder Sys Inc Recent Activity New Position	0.05%	$1.305M 8,954 shares@ $145.8 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.05%	$1.191M 7,889 shares@ $150.99 avg price	New Position
VFCV F Corp Recent Activity New Position	0.05%	$1.15M 57,666 shares@ $19.96 avg price	New Position