IAA
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Independent Advisor Alliance’s Factset FDS Stock Holding History

Independent Advisor Alliance’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$607K Buy
1,356
+66
+5% +$29.5K 0.02% 530
2025
Q1 		$587K Buy
1,290
+851
+194% +$387K 0.02% 491
2024
Q4 		$211K Buy
+439
New +$211K ﹤0.01% 1275