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Independent Advisor Alliance

CIK
1696899
City
CHARLOTTE
State / Country
NC

Top Portfolio Positions

816 positions · $3,425,124,503 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in UI

Export CSV
1 quarters on record
Report Date Value (USD) Shares
2025-12-31 $5,973,412 10,795