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 | |
|---|---|---|---|---|---|---|---|
401
Occidental Petroleum
OXY
$57.2B
| $685K | 0.03% |
12,390
+5,463
| +79% | +$312K |
2025 Q4
3 quarters
|
|
402
Southern Company
SO
$109B
| $682K | 0.03% |
8,227
-488
| -6% | -$44.5K |
2019 Q4
27 quarters
|
|
403
Exelon
EXC
$47.2B
| $682K | 0.03% |
16,872
+1,687
| +11% | +$75.4K |
2020 Q3
24 quarters
|
|
404
iShares Securitized Income Active ETF
SECU
$896M
| $680K | 0.03% |
13,997
+977
| +8% | +$48.3K |
2026 Q2
1 quarter
|
|
405
PUT
SpaceX
SPCX
$1.9T
| – | – |
0
| – | – |
2026 Q2
1 quarter
|
|
406
Ecolab
ECL
$86.3B
| $674K | 0.03% |
2,456
-367
| -13% | -$102K |
2019 Q4
27 quarters
|
|
407
State Street SPDR S&P Homebuilders ETF
XHB
$1.58B
| $672K | 0.03% |
6,994
-1,183
| -14% | -$124K |
2020 Q1
26 quarters
|
|
408
iShares Ethereum Trust ETF
ETHA
$6.27B
| $667K | 0.03% |
11,052
+1,284
| +13% | +$63K |
2025 Q3
4 quarters
|
|
409
ProShares Ultra Financials
UYG
$824M
| $665K | 0.03% |
7,952
-3,743
| -32% | -$355K |
2026 Q2
1 quarter
|
|
410
iShares Global Tech ETF
IXN
$8.47B
| $660K | 0.03% |
4,454
+503
| +13% | +$70.3K |
2024 Q2
9 quarters
|
|
411
AES
AES
$10.6B
| $658K | 0.03% |
44,145
+10,393
| +31% | +$153K |
2026 Q2
1 quarter
|
|
412
iShares Treasury Floating Rate Bond ETF
TFLO
$7.36B
| $653K | 0.03% |
12,886
+2,033
| +19% | +$103K |
2026 Q2
1 quarter
|
|
413
Texas Roadhouse
TXRH
$12.4B
| $652K | 0.03% |
4,173
-468
| -10% | -$89.4K |
2026 Q2
1 quarter
|
|
414
Nike
NKE
$56.9B
| $648K | 0.03% |
18,305
+3,156
| +21% | +$127K |
2019 Q4
27 quarters
|
|
415
T-Mobile US
TMUS
$182B
| $646K | 0.03% |
3,962
-150
| -4% | -$26.8K |
2022 Q2
17 quarters
|
|
416
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$1.01B
| $644K | 0.03% |
29,075
+1,479
| +5% | +$32.6K |
2025 Q1
6 quarters
|
|
417
iShares Systematic Bond ETF
SYSB
$1.41B
| $643K | 0.03% |
7,624
+1,726
| +29% | +$150K |
2026 Q1
2 quarters
|
|
418
Uber
UBER
$144B
| $640K | 0.03% |
9,341
+630
| +7% | +$46.1K |
2022 Q3
16 quarters
|
|
419
iShares Select U.S. REIT ETF
ICF
$2.06B
| $637K | 0.03% |
10,123
-118
| -1% | -$7.98K |
2020 Q3
24 quarters
|
|
420
Consolidated Edison
ED
$44.2B
| $633K | 0.03% |
6,190
-283
| -4% | -$30.7K |
2019 Q4
27 quarters
|
|
421
Manulife Financial
MFC
$73.5B
| $626K | 0.03% |
14,688
-302
| -2% | -$13.1K |
2021 Q4
19 quarters
|
|
422
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.21B
| $625K | 0.03% |
22,467
+485
| +2% | +$13.4K |
2025 Q1
6 quarters
|
|
423
Ulta Beauty
ULTA
$28.2B
| $624K | 0.03% |
1,142
-220
| -16% | -$114K |
2020 Q4
23 quarters
|
|
424
State Street SPDR S&P Regional Banking ETF
KRE
$4.73B
| $622K | 0.03% |
8,964
-428
| -5% | -$32K |
2024 Q2
9 quarters
|
|
425
NEOS S&P 500 High Income ETF
SPYI
$12.6B
| $620K | 0.03% |
11,660
+767
| +7% | +$41K |
2025 Q3
4 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.