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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
MGCVanguard World Fd
Recent Activity
Exited
0%
$2.755M
13,965 shares@ $197.3 avg price
VBRVanguard Index Fds
Recent Activity
Exited
0%
$1.693M
9,277 shares@ $182.52 avg price
VBVanguard Index Fds
Recent Activity
Exited
0%
$1.479M
6,784 shares@ $218.05 avg price
GAMBGambling Com Group Limited
Recent Activity
Exited
0%
$1.422M
173,030 shares@ $8.22 avg price
ACWXIshares Tr
Recent Activity
Exited
0%
$1.165M
21,929 shares@ $53.13 avg price
DFAIDimensional Etf Trust
Recent Activity
Exited
0%
$1.058M
35,649 shares@ $29.67 avg price
VTCVanguard Scottsdale Fds
Recent Activity
Exited
0%
$924,009
12,206 shares@ $75.71 avg price
PDDPdd Holdings Inc
Recent Activity
Exited
0%
$881,061
6,627 shares@ $132.96 avg price
DFAXDimensional Etf Trust
Recent Activity
Exited
0%
$878,378
34,555 shares@ $25.42 avg price
IMOImperial Oil Ltd
Recent Activity
Exited
0%
$839,203
12,296 shares@ $68.26 avg price