IAA
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Independent Advisor Alliance’s Franklin International Aggregate Bond ETF FLIA Stock Holding History

Independent Advisor Alliance’s Portfolio FLIA Stock Details FLIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-95,061
Closed -$1.93M – 976
2024
Q4 		$1.93M Buy
+95,061
New +$1.96M 0.03% 522

Other funds holding FLIA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Independent Advisor Alliance's FLIA Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Franklin International Aggregate Bond ETF (FLIA) in Q1 2025, closing a stake of 95,061 shares — an estimated $1.93M sold.

Independent Advisor Alliance first reported a position in FLIA in Q4 2024 and held it in 1 quarter. The position peaked at $1.93M in Q4 2024. 33 funds tracked by Wall St. Rank hold FLIA as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Franklin International Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 95,061 Franklin International Aggregate Bond ETF shares in Q1 2025, an estimated $1.93M.
  • Independent Advisor Alliance first reported a position in Franklin International Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Franklin International Aggregate Bond ETF position peaked at $1.93M in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Franklin International Aggregate Bond ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.