Top 50 Independent Advisor Alliance Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.9% | 2.09M | $363.9M | -6.85%(-153.42K) | $86.68(+171.95%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.68% | 4.48M | $342.8M | +1498.35%(+4.20M) | $77.98(+12.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.37% | 871.5K | $221.2M | -6.09%(-56.47K) | $89.44(+233.42%) | 2026-03-31 | |
| ABCB | AMERIS BANCORP | 2.22% | 2.65M | $206.5M | +6.32%(+157.33K) | $46.20(+81.10%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.14% | 841.2K | $199.9M | +3472.25%(+817.61K) | $244.85(+21.04%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 1.93% | 1.84M | $180.3M | +6743.15%(+1.81M) | $102.08(+17.82%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.71% | 245.0K | $159.3M | +1554.02%(+230.17K) | $662.70(+12.90%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 1.69% | 2.78M | $157.3M | +5108.39%(+2.73M) | $56.62(+6.51%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.66% | 237.5K | $155.1M | +729.70%(+208.86K) | $659.69(+13.93%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.22% | 306.7K | $113.5M | -9.12%(-30.79K) | $210.26(+94.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.29% | +111.14% |
| Top 20 Holdings Unweighted | +26.43% | +102.08% |
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