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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 | |
|---|---|---|---|---|---|---|---|
376
Public Storage
PSA
$62.7B
| $769K | 0.04% |
2,719
-16
| -0.6% | -$5.01K |
2019 Q4
27 quarters
|
|
377
Prudential Financial
PRU
$42.2B
| $764K | 0.03% |
6,725
+652
| +11% | +$77.8K |
2020 Q3
24 quarters
|
|
378
W.W. Grainger
GWW
$69.6B
| $763K | 0.03% |
612
-271
| -31% | -$358K |
2026 Q1
2 quarters
|
|
379
Zebra Technologies
ZBRA
$15.4B
| $763K | 0.03% |
+2,043
| New | +$671K |
2026 Q3
0 quarters
|
|
380
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.3B
| $761K | 0.03% |
7,565
+2,831
| +60% | +$285K |
2019 Q4
27 quarters
|
|
381
Invesco FTSE RAFI US 1000 ETF
PRF
$10.2B
| $749K | 0.03% |
13,754
-529
| -4% | -$29.3K |
2025 Q2
5 quarters
|
|
382
Sprott Physical Gold
PHYS
$14.3B
| $747K | 0.03% |
23,900
-4,546
| -16% | -$147K |
2026 Q1
2 quarters
|
|
383
Linde
LIN
$242B
| $742K | 0.03% |
1,564
-22
| -1% | -$10.8K |
2020 Q4
23 quarters
|
|
384
Stryker
SYK
$121B
| $739K | 0.03% |
2,685
-440
| -14% | -$139K |
2020 Q1
26 quarters
|
|
385
Roundhill Memory ETF
DRAM
$21.1B
| $738K | 0.03% |
12,225
-408
| -3% | -$23.2K |
2026 Q2
1 quarter
|
|
386
AutoZone
AZO
$52.1B
| $733K | 0.03% |
259
-15
| -5% | -$44.8K |
2021 Q1
22 quarters
|
|
387
Air Products & Chemicals
APD
$70.2B
| $730K | 0.03% |
2,625
+57
| +2% | +$17K |
2020 Q1
26 quarters
|
|
388
First Trust Rising Dividend Achievers ETF
RDVY
$25.8B
| $729K | 0.03% |
9,313
+282
| +3% | +$22.8K |
2021 Q2
21 quarters
|
|
389
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.1B
| $726K | 0.03% |
5,899
-1,263
| -18% | -$152K |
2022 Q1
18 quarters
|
|
390
Cohen & Steers Infrastructure Fund
UTF
$2.88B
| $722K | 0.03% |
29,285
-2,000
| -6% | -$53.5K |
2019 Q4
27 quarters
|
|
391
First Trust Senior Loan Fund ETF
FTSL
$2.51B
| $720K | 0.03% |
16,156
-4,800
| -23% | -$215K |
2021 Q2
21 quarters
|
|
392
Hilton Worldwide Holdings Inc. Common Stock
HLT
$83.9B
| $718K | 0.03% |
2,258
-265
| -11% | -$84.9K |
2023 Q2
13 quarters
|
|
393
Toll Brothers
TOL
$13.9B
| $717K | 0.03% |
5,323
+56
| +1% | +$8.14K |
2025 Q2
5 quarters
|
|
394
WEC Energy
WEC
$38.6B
| $713K | 0.03% |
7,077
-89
| -1% | -$9.7K |
2021 Q1
22 quarters
|
|
395
ProShares UltraPro Short QQQ
SQQQ
$1.79B
| $699K | 0.03% |
20,300
+9,300
| +85% | +$364K |
2026 Q2
1 quarter
|
|
396
iShares California Muni Bond ETF
CMF
$5.46B
| $696K | 0.03% |
12,862
-68
| -0.5% | -$3.82K |
2026 Q1
2 quarters
|
|
397
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.47B
| $696K | 0.03% |
17,010
+1,268
| +8% | +$56.1K |
2021 Q3
20 quarters
|
|
398
Intuitive Surgical
ISRG
$156B
| $694K | 0.03% |
1,706
-306
| -15% | -$117K |
2021 Q2
21 quarters
|
|
399
Western Digital
WDC
$117B
| $687K | 0.03% |
1,512
-553
| -27% | -$269K |
2026 Q2
1 quarter
|
|
400
iShares Bitcoin Trust
IBIT
$59.9B
| $687K | 0.03% |
14,507
-9,051
| -38% | -$365K |
2024 Q1
10 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.