IAA
ROOF

Independent Advisor Alliance’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

Independent Advisor Alliance’s Portfolio ROOF Stock Details ROOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-21,426
Closed -$551K – 879
2019
Q4 		$551K Buy
+21,426
New +$551K 0.02% 509