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Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.91%
This Fund
S&P 500
This Quarter Est. Return
+9.05%
1 Year Est. Return
+24.91%
3 Year Est. Return
+83.02%
5 Year Est. Return
+99.67%
10 Year Est. Return
–
AUM
$2.38B
AUM Growth
+$166M
Cap. Flow
+$1.08M
Cap. Flow %
0.05%
Top 10 Hldgs %
21.81%
Holding
822
New
79
Increased
329
Reduced
331
Closed
49

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$6.26M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.08M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.18M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.64M

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$17.4M
2
PLTR icon
Palantir
PLTR
+$8.18M
3
SHOP icon
Shopify
SHOP
+$6.53M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

Rank Sector Weight
1 Technology 15.68%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDS icon
301
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$1.39M 0.06%
56,979
+1,346
+2% +$32.6K
BITQ icon
302
Bitwise Crypto Industry Innovators ETF
BITQ
$385M
$1.39M 0.06%
55,247
-3,749
-6% -$79.5K
SYK icon
303
Stryker
SYK
$127B
$1.38M 0.06%
3,726
-45
-1% -$17.4K
BABA icon
304
Alibaba
BABA
$269B
$1.37M 0.06%
7,661
+1,848
+32% +$242K
STRL icon
305
Sterling Infrastructure
STRL
$20.3B
$1.36M 0.06%
3,991
-362
-8% -$103K
IQV icon
306
IQVIA
IQV
$34.7B
$1.35M 0.06%
7,126
-39
-0.5% -$7.09K
OKE icon
307
Oneok
OKE
$58.7B
$1.34M 0.06%
18,328
+2,196
+14% +$168K
IWO icon
308
iShares Russell 2000 Growth ETF
IWO
$14.5B
$1.31M 0.06%
4,089
-12
-0.3% -$3.62K
PXF icon
309
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
$1.31M 0.05%
21,373
-2,864
-12% -$170K
MELI icon
310
Mercado Libre
MELI
$91.3B
$1.3M 0.05%
558
+194
+53% +$466K
CRWV
311
CoreWeave
CRWV
$39.2B
$1.3M 0.05%
9,491
-10,527
-53% -$1.25M
KLAC icon
312
KLA
KLAC
$275B
$1.3M 0.05%
12,030
-3,150
-21% -$294K
FJAN icon
313
FT Vest US Equity Buffer ETF January
FJAN
$1.41B
$1.29M 0.05%
25,621
-5
-0% -$244
NKE icon
314
Nike
NKE
$61.9B
$1.28M 0.05%
18,358
+924
+5% +$68.9K
FLOT icon
315
iShares Floating Rate Bond ETF
FLOT
$10.1B
$1.27M 0.05%
24,773
-45,829
-65% -$2.34M
AZO icon
316
AutoZone
AZO
$48.3B
$1.26M 0.05%
293
-5
-2% -$20.1K
VXUS icon
317
Vanguard Total International Stock ETF
VXUS
$153B
$1.24M 0.05%
16,904
+1,778
+12% +$126K
ADSK icon
318
Autodesk
ADSK
$44.3B
$1.24M 0.05%
3,903
+131
+3% +$39.9K
TMUS icon
319
T-Mobile US
TMUS
$193B
$1.23M 0.05%
5,152
+1,002
+24% +$243K
LIN icon
320
Linde
LIN
$237B
$1.22M 0.05%
2,578
– –
EFV icon
321
iShares MSCI EAFE Value ETF
EFV
$27.6B
$1.22M 0.05%
17,980
-9,890
-35% -$651K
PXH icon
322
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$1.21M 0.05%
47,516
-10,444
-18% -$255K
CMCSA icon
323
Comcast
CMCSA
$79.1B
$1.19M 0.05%
37,913
-3,096
-8% -$104K
VIS icon
324
Vanguard Industrials ETF
VIS
$8.23B
$1.19M 0.05%
4,006
-175
-4% -$50.7K
SO icon
325
Southern Company
SO
$110B
$1.19M 0.05%
12,512
+294
+2% +$27.4K
11 12
13
14 15

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RCA
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FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
BOH
Bank of Hawaii Honolulu, Hawaii $1.91B AUM 22.08% 1-Year Est. Return
MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
DCP
Distillate Capital Partners Chicago, Illinois $1.9B AUM 2.22% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Integrated Advisors Network's Q3 2025 Portfolio in Review

As of Q3 2025, Integrated Advisors Network held 822 positions worth $2.38B, up 7.5% from $2.21B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Integrated Advisors Network's Q3 2025 filing shows 79 new, 329 increased, 331 reduced and 49 closed positions. Its largest new stake was Peabody Energy: 197,961 shares worth $5.25M. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $17.4M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Financials and Industrials.

  • Integrated Advisors Network's largest Q3 2025 buy was Peabody Energy: 197,961 shares worth $5.25M.
  • Integrated Advisors Network added most to Palo Alto Networks in Q3 2025, an estimated $6.26M increase.
  • Integrated Advisors Network's biggest Q3 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $17.4M.
  • Integrated Advisors Network fully exited Trade Desk in Q3 2025, selling an estimated $5.84M.
  • Integrated Advisors Network's ten largest holdings make up 22% of its $2.38B portfolio in Q3 2025.
  • Integrated Advisors Network opened 79 new positions and closed 49 in Q3 2025.
  • Integrated Advisors Network's portfolio value rose 7.5% quarter-over-quarter to $2.38B.

Based on Integrated Advisors Network's 13F filing for Q3 2025, filed 12 Nov 2025.