HoldingsChannel.com
Independent Advisor Alliance Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 304,334 +294,337 $98,373
     IVV304,334+294,337$98,373
ISHARES TR (USMV) 1,006,814 +970,976 $66,047
     USMV1,006,814+970,976$66,047
APPLE INC      $59,043
     AAPL201,060-7,789$59,041
     Call2UNCH$2
INVESCO QQQ TR 237,900 +237,900 $50,580
     QQQ237,900+237,900$50,580
SPDR S&P 500 ETF TR (SPY)      $41,027
     SPY127,507+78,510$41,039
     Put10+10$12
ISHARES TR (IEFA) 623,534 +586,442 $40,679
     IEFA623,534+586,442$40,679
AMAZON COM INC 20,575 +6 $38,019
     AMZN20,575+7$38,019
MICROSOFT CORP      $34,733
     MSFT220,166-2,358$34,720
     Call1+1$13
ISHARES TR (IJH) 157,364 +147,116 $32,389
     IJH157,364+147,116$32,389
VANGUARD GROUP (VIG) 221,144 +217,542 $27,568
     VIG221,144+217,542$27,568
ISHARES TR (IJR) 327,632 +319,724 $27,471
     IJR327,632+319,724$27,471
FIRST TR VALUE LINE DIVID IN (FVD) 729,697 +729,697 $26,291
     FVD729,697+729,697$26,291
VANGUARD INDEX FDS (VTI) 148,931 +145,884 $24,368
     VTI148,931+145,884$24,368
VANGUARD WORLD FDS (VGT) 91,974 +91,974 $22,520
     VGT91,974+91,974$22,520
ISHARES TR (FLOT) 433,352 +433,352 $22,066
     FLOT433,352+433,352$22,066
ISHARES TR (AGG) 179,415 +171,185 $20,161
     AGG179,415+171,185$20,161
ISHARES TR (IWD) 146,339 +146,339 $19,972
     IWD146,339+146,339$19,972
PROCTER & GAMBLE CO 156,393 +4,235 $19,533
     PG156,393+4,235$19,533
ISHARES TR (IWB) 104,926 +104,926 $18,721
     IWB104,926+104,926$18,721
ISHARES TR (IWF) 104,013 +104,013 $18,298
     IWF104,013+104,013$18,298
VANGUARD INDEX FDS (VUG) 99,397 +99,397 $18,107
     VUG99,397+99,397$18,107
VISA INC 94,211 -2,785 $17,702
     V94,211-2,785$17,702
ISHARES TR (DGRO) 399,223 +399,223 $16,796
     DGRO399,223+399,223$16,796
SOUTHERN CO 243,168 -5,305 $15,489
     SO243,168-5,305$15,489
FIRST TR EXCHANGE TRADED FD (FTSM) 238,151 +167,391 $14,311
     FTSM238,151+167,391$14,311
ISHARES TR (IVW) 73,062 +73,062 $14,148
     IVW73,062+73,062$14,148
JOHNSON & JOHNSON 96,532 -4,148 $14,081
     JNJ96,532-4,148$14,081
AT&T INC 352,346 +3,176 $13,770
     T352,346+3,176$13,770
DISNEY WALT CO 94,633 +6,444 $13,687
     DIS94,633+6,444$13,687
FACEBOOK INC 66,013 -57 $13,549
     FB66,013-57$13,549
INVESCO EXCHNG TRADED FD TR (XMLV) 245,632 +245,632 $13,217
     XMLV245,632+245,632$13,217
HOME DEPOT INC 59,943 -176 $13,090
     HD59,943-176$13,090
BERKSHIRE HATHAWAY INC DEL      $12,912
     BRK.B55,503+1,860$12,572
     BRK.A1UNCH$340
DUKE ENERGY CORP NEW 140,659 +489 $12,830
     DUK140,659+489$12,830
FIRST TR EXCHANGE TRADED FD (FTCS) 212,301 +212,301 $12,814
     FTCS212,301+212,301$12,814
JPMORGAN CHASE & CO 86,403 -4,395 $12,045
     JPM86,403-4,395$12,045
SCHWAB STRATEGIC TR 225,111 +225,111 $12,028
     SCHZ225,111+225,111$12,028
ISHARES INC (IEMG) 219,288 +214,228 $11,789
     IEMG219,288+214,228$11,789
VERIZON COMMUNICATIONS INC      $11,665
     VZ189,981-1,050$11,665
     Put22,671UNCH$0
SPDR SERIES TRUST (SPLG) 302,939 +227,573 $11,457
     SPLG302,939+227,573$11,457
ALPHABET INC 8,487 -114 $11,348
     GOOG8,487-114$11,348
VANECK VECTORS ETF TRUST (MOAT) 206,861 +206,861 $11,332
     MOAT206,861+206,861$11,332
PROSPECT CAPITAL CORPORATION 1,694,434 +1,510,231 $10,912
     PSEC1,694,434+1,645,231$10,912
ISHARES TR (LQD) 83,681 +83,681 $10,708
     LQD83,681+83,681$10,708
ISHARES TR (TIP) 91,454 +91,454 $10,661
     TIP91,454+91,454$10,661
SPDR SERIES TRUST (SLY) 146,263 +146,263 $10,597
     SLY146,263+146,263$10,597
ISHARES TR (ICSH) 210,221 +210,221 $10,580
     ICSH210,221+210,221$10,580
ALPHABET INC 7,802 -16 $10,450
     GOOGL7,802-16$10,450
VANGUARD INDEX FDS (VTV) 85,965 +85,965 $10,303
     VTV85,965+85,965$10,303
PACER FDS TR 296,695 +296,695 $9,927
     PTLC296,695+296,695$9,927

See Full List: All Stocks Held By Independent Advisor Alliance
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Independent Advisor Alliance

Size ($ in 1000's)
At 12/31/2019: $2,292,001
At 09/30/2019: $818,827

Independent Advisor Alliance holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Independent Advisor Alliance 13F filings. Link to 13F filings: SEC filings

Independent Advisor Alliance Top Holdings 13F Filings | www.HoldingsChannel.com

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