IAA
CRF

Independent Advisor Alliance’s Cornerstone Total Return Fund CRF Stock Holding History

Independent Advisor Alliance’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$148K Buy
+21,315
New +$160K ﹤0.01% 1520
2025
Q1 		– Sell
-22,092
Closed -$188K – 898
2024
Q4 		$188K Buy
+22,092
New +$188K ﹤0.01% 1297

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Independent Advisor Alliance's CRF Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Cornerstone Total Return Fund (CRF) in Q1 2026: 21,315 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in CRF as recently as Q4 2024.

Independent Advisor Alliance first reported a position in CRF in Q4 2024 and has held it in 2 quarters since. The position peaked at $188K in Q4 2024. 93 funds tracked by Wall St. Rank hold CRF as of Q1 2026.

  • Independent Advisor Alliance held 21,315 shares of Cornerstone Total Return Fund worth $148K as of Q1 2026.
  • Cornerstone Total Return Fund was a new Independent Advisor Alliance position in Q1 2026.
  • Cornerstone Total Return Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1520 holding.
  • Independent Advisor Alliance first reported a position in Cornerstone Total Return Fund in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Cornerstone Total Return Fund position peaked at $188K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.