We are live on !
Find out more
Integrated Advisors Network Portfolio holdings
AUM
$2.19B
Turnover
15.97%
1-Year Est. Return
21.82%
Integrated Advisors Network is a support platform for independent financial advisors, who keep ownership of their own practices and clients. Founded in 2015, it provides day-to-day business operations support to independently owned advisory practices. Its Alliance Program also gives advisors access to technology, investment and custodian providers. Michael Young, a co-founder of Echelon Investment Management, is its president and managing partner. Co-founder Jeff Groves previously built and sold ComplianceWorks, a national compliance consulting firm.
This Fund
S&P 500
This Quarter Est. Return
+1.95%
1 Year Est. Return
+21.82%
3 Year Est. Return
+107.43%
5 Year Est. Return
+127%
10 Year Est. Return
–
AUM
$2.19B
AUM Growth
+$12.2M
(+0.56%)
Cap. Flow
-$201K
Cap. Flow % of AUM
Cap. Flow %
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
24.66%
Holding
739
New
55
Increased
280
Reduced
310
Closed
63
Avg Time Held
Equity + Options
3.7
years
Top 10 Avg Time Held
Equity + Options
2.3
years
Top 20 Avg Time Held
Equity + Options
3.1
years
Avg Time Held Equity only
3.8
years
Top 10 Avg Time Held Equity only
2.3
years
Top 20 Avg Time Held Equity only
3.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$29.4M |
| 2 |
Pasqal Holding SA Ordinary Share
PSQL
|
+$6.03M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$4.93M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.39M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$4.04M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$11.7M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$11.3M |
| 3 |
BBCQ
Bleichroeder Acquisition Corp II
BBCQ
|
+$7.15M |
| 4 |
CrowdStrike
CRWD
|
+$4.71M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$4.02M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 54.61% |
| 2 | Technology | 17.45% |
| 3 | Financials | 6.26% |
| 4 | Industrials | 5.22% |
| 5 | Healthcare | 4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
276
iShares Core S&P US Growth ETF
IUSG
$32.6B
| $1.3M | 0.06% |
6,689
-9,341
| -58% | -$1.77M |
2019 Q4
27 quarters
|
|
277
Enterprise Products Partners
EPD
$80.1B
| $1.29M | 0.06% |
36,208
-1,370
| -4% | -$52.3K |
2021 Q1
22 quarters
|
|
278
Vanguard Morningstar Mega Cap Growth ETF
MGK
$32.8B
| $1.28M | 0.06% |
13,838
-2,139
| -13% | -$191K |
2025 Q2
5 quarters
|
|
279
Dimensional US Marketwide Value ETF
DFUV
$16B
| $1.28M | 0.06% |
23,264
| – | – |
2022 Q2
17 quarters
|
|
280
State Street Utilities Select Sector SPDR ETF
XLU
$24.2B
| $1.26M | 0.06% |
32,063
-419
| -1% | -$18.2K |
2021 Q3
20 quarters
|
|
281
Tractor Supply
TSCO
$19.1B
| $1.25M | 0.06% |
40,087
+7,996
| +25% | +$262K |
2022 Q1
18 quarters
|
|
282
Vanguard Core Plus Bond ETF
VPLS
$2.49B
| $1.25M | 0.06% |
16,942
-831
| -5% | -$63.3K |
2026 Q1
2 quarters
|
|
283
Strive Total Return Bond ETF
STXT
$113M
| $1.23M | 0.06% |
65,071
+9,769
| +18% | +$190K |
2026 Q2
1 quarter
|
|
284
Rockwell Automation
ROK
$45.1B
| $1.22M | 0.06% |
2,809
+229
| +9% | +$102K |
2022 Q1
18 quarters
|
|
285
Invesco S&P 500 Revenue ETF
RWL
$10.6B
| $1.21M | 0.06% |
9,428
+190
| +2% | +$25.1K |
2025 Q4
3 quarters
|
|
286
Cigna
CI
$79.4B
| $1.21M | 0.06% |
4,463
-3,550
| -44% | -$1M |
2019 Q4
27 quarters
|
|
287
iShares 20+ Year Treasury Bond ETF
TLT
$48.5B
| $1.2M | 0.06% |
15,477
-6,180
| -29% | -$510K |
2022 Q2
17 quarters
|
|
288
Verizon
VZ
$193B
| $1.19M | 0.05% |
25,874
+2,250
| +10% | +$106K |
2019 Q4
27 quarters
|
|
289
McDonald's
MCD
$194B
| $1.19M | 0.05% |
5,134
-283
| -5% | -$74.5K |
2019 Q4
27 quarters
|
|
290
Williams Companies
WMB
$86.2B
| $1.18M | 0.05% |
17,430
+12,661
| +265% | +$921K |
2022 Q1
18 quarters
|
|
291
Thermo Fisher Scientific
TMO
$266B
| $1.18M | 0.05% |
1,749
-414
| -19% | -$246K |
2019 Q4
27 quarters
|
|
292
Bristol-Myers Squibb
BMY
$129B
| $1.18M | 0.05% |
18,905
+1,308
| +7% | +$82.7K |
2019 Q4
27 quarters
|
|
293
KKR & Co
KKR
$89.7B
| $1.17M | 0.05% |
12,801
-792
| -6% | -$80.8K |
2019 Q4
27 quarters
|
|
294
Cohen & Steers Real Estate Active ETF
CSRE
$613M
| $1.17M | 0.05% |
+43,740
| New | +$1.25M |
2026 Q3
0 quarters
|
|
295
Ingersoll Rand
IR
$32.7B
| $1.16M | 0.05% |
15,380
+1,594
| +12% | +$127K |
2022 Q4
15 quarters
|
|
296
Vanguard Industrials ETF
VIS
$7.88B
| $1.14M | 0.05% |
3,562
-110
| -3% | -$37.7K |
2023 Q3
12 quarters
|
|
297
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.27B
| $1.14M | 0.05% |
35,001
+24,253
| +226% | +$761K |
2022 Q2
17 quarters
|
|
298
Abbott
ABT
$189B
| $1.13M | 0.05% |
11,467
+252
| +2% | +$26.3K |
2019 Q4
27 quarters
|
|
299
Bloom Energy
BE
$61.9B
| $1.13M | 0.05% |
4,083
+361
| +10% | +$85.3K |
2025 Q3
4 quarters
|
|
300
Johnson Controls International
JCI
$87.6B
| $1.13M | 0.05% |
7,587
+714
| +10% | +$103K |
2025 Q2
5 quarters
|
|
Similar funds
Integrated Advisors Network's Q3 2026 Portfolio in Review
As of Q3 2026, Integrated Advisors Network held 739 positions worth $2.19B, up 0.56% from $2.18B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
Integrated Advisors Network's Q3 2026 filing shows 55 new, 280 increased, 310 reduced and 63 closed positions. Its largest new stake was Pasqal Holding SA Ordinary Share: 665,074 shares worth $4.23M. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $11.7M.
By sector, the portfolio is most concentrated in Miscellaneous at 55% of assets, up from 54% a quarter earlier, followed by Technology and Financials.
- Integrated Advisors Network's largest Q3 2026 buy was Pasqal Holding SA Ordinary Share: 665,074 shares worth $4.23M.
- Integrated Advisors Network added most to iShares 0-3 Month Treasury Bond ETF in Q3 2026, an estimated $29.4M increase.
- Integrated Advisors Network's biggest Q3 2026 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $11.7M.
- Integrated Advisors Network fully exited Bleichroeder Acquisition Corp II in Q3 2026, selling an estimated $7.15M.
- Integrated Advisors Network's ten largest holdings make up 25% of its $2.19B portfolio in Q3 2026.
- Integrated Advisors Network opened 55 new positions and closed 63 in Q3 2026.
- Integrated Advisors Network's portfolio value rose 0.56% quarter-over-quarter to $2.19B.
Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.