Integrated Advisors Network Portfolio holdings
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.
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 | |
|---|---|---|---|---|---|---|---|
326
VanEck IG Floating Rate ETF
FLTR
$3.69B
| $974K | 0.04% |
38,045
+6,500
| +21% | +$166K |
2024 Q1
10 quarters
|
|
327
Automatic Data Processing
ADP
$121B
| $973K | 0.04% |
3,772
-40
| -1% | -$10.6K |
2019 Q4
27 quarters
|
|
328
Norfolk Southern
NSC
$74.3B
| $973K | 0.04% |
3,149
-2
| -0.1% | -$662 |
2019 Q4
27 quarters
|
|
329
Akamai
AKAM
$12.5B
| $969K | 0.04% |
+9,114
| New | +$1.04M |
2026 Q3
0 quarters
|
|
330
AGNC Investment
AGNC
$10.8B
| $962K | 0.04% |
106,043
+6,811
| +7% | +$72.4K |
2026 Q2
1 quarter
|
|
331
Equinox Gold
EQX
$12.6B
| $951K | 0.04% |
85,575
-4,600
| -5% | -$51.3K |
2025 Q3
4 quarters
|
|
332
Pultegroup
PHM
$24.7B
| $947K | 0.04% |
8,162
-2,445
| -23% | -$307K |
2026 Q1
2 quarters
|
|
333
Invesco S&P 500 Top 50 ETF
XLG
$11.5B
| $947K | 0.04% |
14,891
-622
| -4% | -$38.7K |
2024 Q3
8 quarters
|
|
334
iShares MSCI Emerging Markets ETF
EEM
$28.8B
| $946K | 0.04% |
14,160
-52,169
| -79% | -$3.45M |
2025 Q2
5 quarters
|
|
335
Vanguard Global ex-US Real Estate ETF
VNQI
$3.31B
| $943K | 0.04% |
22,167
-312
| -1% | -$14K |
2023 Q1
14 quarters
|
|
336
Intel
INTC
$332B
| $941K | 0.04% |
7,824
-317
| -4% | -$32.3K |
2019 Q4
27 quarters
|
|
337
Generac Holdings
GNRC
$11.4B
| $940K | 0.04% |
4,540
-1,938
| -30% | -$403K |
2023 Q2
13 quarters
|
|
338
Global X Artificial Intelligence & Technology ETF
AIQ
$9.6B
| $927K | 0.04% |
14,233
-11,797
| -45% | -$740K |
2025 Q2
5 quarters
|
|
339
Schwab US Mid-Cap ETF
SCHM
$15.1B
| $924K | 0.04% |
27,159
-7,294
| -21% | -$258K |
2019 Q4
27 quarters
|
|
340
Marathon Petroleum
MPC
$110B
| $920K | 0.04% |
2,326
+257
| +12% | +$88.8K |
2025 Q2
5 quarters
|
|
341
Grayscale Bitcoin Trust
GBTC
$11.2B
| $918K | 0.04% |
14,214
+6,671
| +88% | +$368K |
2024 Q1
10 quarters
|
|
342
Capital One
COF
$119B
| $908K | 0.04% |
4,704
-140
| -3% | -$29.4K |
2023 Q2
13 quarters
|
|
343
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
| $904K | 0.04% |
9,274
-1,297
| -12% | -$129K |
2020 Q2
25 quarters
|
|
344
Oneok
OKE
$55.6B
| $901K | 0.04% |
10,572
+1,075
| +11% | +$98.9K |
2021 Q1
22 quarters
|
|
345
Fidelity MSCI Health Care Index ETF
FHLC
$4.04B
| $898K | 0.04% |
10,986
-65
| -0.6% | -$5.26K |
2019 Q4
27 quarters
|
|
346
Monolithic Power Systems
MPWR
$72.1B
| $890K | 0.04% |
661
-8
| -1% | -$10.5K |
2025 Q2
5 quarters
|
|
347
iShares Expanded Tech-Software Sector ETF
IGV
$12.8B
| $886K | 0.04% |
8,325
+4,910
| +144% | +$492K |
2026 Q1
2 quarters
|
|
348
Fidelity Dividend ETF for Rising Rates
FDRR
$764M
| $876K | 0.04% |
12,850
-300
| -2% | -$20.6K |
2020 Q1
26 quarters
|
|
349
Vistra
VST
$45.3B
| $875K | 0.04% |
6,327
-351
| -5% | -$51.6K |
2024 Q3
8 quarters
|
|
350
Seagate
STX
$127B
| $857K | 0.04% |
930
-33
| -3% | -$28.2K |
2023 Q1
14 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.