test

JESSICA SEXTON

@Independent Advisor Alliance

Latest period2024 - Q3ReportedManaged Assets$2.748BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SMGScotts Miracle-gro Co
Recent Activity
New Position
0.04%
$980,152
11,305 shares@ $86.71 avg price
TRGPTarga Res Corp
Recent Activity
New Position
0.04%
$976,777
6,599 shares@ $148.02 avg price
WMSAdvanced Drain Sys Inc Del
Recent Activity
New Position
0.04%
$939,031
5,975 shares@ $157.16 avg price
PBTPermian Basin Rty Tr
Recent Activity
New Position
0.04%
$837,096
70,403 shares@ $11.9 avg price
AEMAgnico Eagle Mines Ltd
Recent Activity
New Position
0.03%
$772,480
9,589 shares@ $80.56 avg price
TDWTidewater Inc New
Recent Activity
New Position
0.03%
$591,334
8,237 shares@ $71.79 avg price
EGOEldorado Gold Corp New
Recent Activity
New Position
0.02%
$543,855
31,310 shares@ $17.38 avg price
PBRPetroleo Brasileiro Sa Petro
Recent Activity
New Position
0.02%
$532,291
36,939 shares@ $14.42 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.02%
$521,693
92,663 shares@ $5.64 avg price
EGEverest Group Ltd
Recent Activity
New Position
0.02%
$509,772
1,301 shares@ $391.84 avg price