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The Future of Investment: A Look into Independent Advisor Alliance Q3 2022 vs. Q4 2022 13F Holdings Comparison

Ava Hoppe | 6 May, 2023

The investment world is ever-changing, and keeping up with it can be a challenge. A 13F filing is a report that money managers with over $100 million in qualifying assets must file quarterly with the SEC. The filing tells us about the holdings changes of fund managers, and how they are positioning themselves in the market.

In this article, we'll take a look at the Independent Advisor Alliance's Q3 2022 vs. Q4 2022 13F holdings comparison. The data we'll examine includes issuers VANGUARD INDEX FDS, VANGUARD MUN BD FDS, VANGUARD STAR FDS, VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, FIRST TR EXCHANGE-TRADED FD, amongst others.

Let's start by examining some of the holdings that have seen significant changes between Q3 and Q4 of 2022. One issuer that saw a significant increase in shares was VANGUARD INDEX FDS, with shares going from 210,247 in Q3 to 322,853 in Q4, a 53.6% increase. Another issuer with a notable increase was VANGUARD MUN BD FDS, with shares going from 617,697 in Q3 to 675,921 in Q4, a 9.4% increase. With both of these issuers seeing a substantial increase in shares, it could indicate a move towards greater diversification by fund managers.

VANGUARD STAR FDS was another issuer that saw significant changes in holdings, with shares going from 350,013 in Q3 to 500,415 in Q4, a 42.9% increase. This increase in shares could signify a growing bullish outlook on the U.S. market. On the other hand, there were issuers that saw a decrease in shares from Q3 to Q4. For instance, VANGUARD INTL EQUITY INDEX F shares went from 73,895 in Q3 to 311,057 in Q4, a staggering 320.9% increase in shares. This increase in shares could signify a move towards greater exposure to international markets.

One notable issuer in the Q3 vs. Q4 comparison was APPLE INC, with the number of shares decreasing by 1.7% from Q3 levels. Despite this decrease, APPLE INC still had a significant number of shares held by fund managers, with 987,756 in Q4. Another issuer that saw a decrease was INVESCO EXCHANGE TRADED FD T, with shares going from 19,311 in Q3 to 22,280 in Q4, a 15.4% increase.

It's worth noting some interesting observations from the comparison. For instance, there were issuers like the ISHARES TR, which had no shares held in Q3, but 48,790 shares were held in Q4, with a value of $4,885,831, suggesting that managers may have spotted potential in this issuer's growth. In contrast, issuers like GAMBLING COM GROUP LIMITED had no shares held in Q4.

In conclusion, the comparison of Independent Advisor Alliance's Q3 2022 vs. Q4 2022 13F holdings highlights the potential of diversifying portfolios and seeking better exposure to international markets. Although individual issuers showed varying trends, there seems to be an overall bullish outlook on the market amongst managers. As always, investors should undertake thorough research and consult with a financial advisor before making any investment decisions.

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