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 | |
|---|---|---|---|---|---|---|---|
351
TE Connectivity
TEL
$62.9B
| $856K | 0.04% |
4,055
-36
| -0.9% | -$7.44K |
2023 Q1
14 quarters
|
|
352
FT Vest US Equity Buffer ETF February
FFEB
$1.39B
| $854K | 0.04% |
13,642
-163
| -1% | -$10.1K |
2022 Q2
17 quarters
|
|
353
ProShares Short S&P500
SH
$948M
| $851K | 0.04% |
26,271
-71
| -0.3% | -$2.32K |
2025 Q1
6 quarters
|
|
354
Arista Networks
ANET
$248B
| $851K | 0.04% |
4,179
+130
| +3% | +$24.5K |
2024 Q2
9 quarters
|
|
355
Vertex Pharmaceuticals
VRTX
$139B
| $850K | 0.04% |
1,625
+22
| +1% | +$11.3K |
2020 Q1
26 quarters
|
|
356
Schwab Fundamental US Large Company Index ETF
FNDX
$28.8B
| $849K | 0.04% |
26,990
-1,230
| -4% | -$39.4K |
2021 Q3
20 quarters
|
|
357
Microchip Technology
MCHP
$33.8B
| $849K | 0.04% |
10,918
-31,405
| -74% | -$2.45M |
2022 Q4
15 quarters
|
|
358
NVR
NVR
$15.6B
| $837K | 0.04% |
136
+1
| +0.7% | +$6.34K |
2022 Q1
18 quarters
|
|
359
Sprott Uranium Miners ETF
URNM
$1.74B
| $835K | 0.04% |
17,604
+2,872
| +19% | +$151K |
2026 Q1
2 quarters
|
|
360
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.89B
| $815K | 0.04% |
29,239
+1,035
| +4% | +$30K |
2025 Q2
5 quarters
|
|
361
Freeport-McMoran
FCX
$89.1B
| $815K | 0.04% |
11,644
+774
| +7% | +$52.7K |
2021 Q2
21 quarters
|
|
362
US Bancorp
USB
$94.6B
| $815K | 0.04% |
14,107
-1,384
| -9% | -$86.4K |
2019 Q4
27 quarters
|
|
363
iShares MSCI USA Quality Factor ETF
QUAL
$48.9B
| $810K | 0.04% |
14,572
+1,212
| +9% | +$67K |
2021 Q2
21 quarters
|
|
364
Keysight
KEYS
$52B
| $806K | 0.04% |
2,215
+46
| +2% | +$15.2K |
2020 Q2
25 quarters
|
|
365
General Dynamics
GD
$99.2B
| $801K | 0.04% |
2,414
+209
| +9% | +$77.6K |
2020 Q4
23 quarters
|
|
366
American Tower
AMT
$88.2B
| $799K | 0.04% |
4,882
-4,072
| -45% | -$699K |
2019 Q4
27 quarters
|
|
367
AerCap
AER
$26.9B
| $799K | 0.04% |
5,567
+81
| +1% | +$12K |
2024 Q1
10 quarters
|
|
368
Accenture
ACN
$150B
| $795K | 0.04% |
4,335
-1,110
| -20% | -$188K |
2019 Q4
27 quarters
|
|
369
Waste Management
WM
$95.5B
| $794K | 0.04% |
3,891
+33
| +0.9% | +$7.39K |
2021 Q1
22 quarters
|
|
370
Welltower
WELL
$181B
| $793K | 0.04% |
3,443
-107
| -3% | -$25.3K |
2021 Q1
22 quarters
|
|
371
ProShares UltraShort S&P500
SDS
$388M
| $791K | 0.04% |
14,505
+4,156
| +40% | +$230K |
2022 Q1
18 quarters
|
|
372
Shopify
SHOP
$192B
| $782K | 0.04% |
5,271
-1,749
| -25% | -$237K |
2022 Q3
16 quarters
|
|
373
iShares MSCI USA Quality GARP ETF
GARP
$3.5B
| $781K | 0.04% |
9,155
+4,740
| +107% | +$390K |
2026 Q2
1 quarter
|
|
374
JPMorgan Ultra-Short Income ETF
JPST
$42.5B
| $780K | 0.04% |
15,488
+2,042
| +15% | +$103K |
2020 Q2
25 quarters
|
|
375
eBay
EBAY
$53.9B
| $770K | 0.04% |
7,263
-148
| -2% | -$16.1K |
2024 Q4
7 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.