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 | |
|---|---|---|---|---|---|---|---|
426
Packaging Corp of America
PKG
$22.5B
| $618K | 0.03% |
2,694
-134
| -5% | -$32.2K |
2021 Q3
20 quarters
|
|
427
VeriSign
VRSN
$28.2B
| $611K | 0.03% |
2,166
+58
| +3% | +$16.5K |
2019 Q4
27 quarters
|
|
428
Progressive
PGR
$135B
| $604K | 0.03% |
2,913
-55
| -2% | -$11.9K |
2021 Q3
20 quarters
|
|
429
Invesco Large Cap Growth ETF
PWB
$2.5B
| $604K | 0.03% |
3,722
+113
| +3% | +$17.8K |
2026 Q2
1 quarter
|
|
430
First Solar
FSLR
$19.1B
| $602K | 0.03% |
3,437
+140
| +4% | +$29.6K |
2023 Q1
14 quarters
|
|
431
ProShares Ultra Ether ETF
ETHT
$183M
| $598K | 0.03% |
+31,122
| New | +$422K |
2026 Q3
0 quarters
|
|
432
First Trust North American Energy Infrastructure Fund
EMLP
$4.2B
| $596K | 0.03% |
+14,529
| New | +$635K |
2026 Q3
0 quarters
|
|
433
Agilent Technologies
A
$49.9B
| $593K | 0.03% |
3,442
+75
| +2% | +$11K |
2019 Q4
27 quarters
|
|
434
Valero Energy
VLO
$101B
| $593K | 0.03% |
1,529
+48
| +3% | +$16.2K |
2022 Q3
16 quarters
|
|
435
Dell
DELL
$238B
| $584K | 0.03% |
1,086
-7,200
| -87% | -$3.38M |
2023 Q3
12 quarters
|
|
436
United Parcel Service
UPS
$95.7B
| $584K | 0.03% |
6,251
+254
| +4% | +$26.7K |
2019 Q4
27 quarters
|
|
437
Digital Realty Trust
DLR
$68.5B
| $581K | 0.03% |
3,311
-13,043
| -80% | -$2.42M |
2023 Q1
14 quarters
|
|
438
iShares Intermediate Government/Credit Bond ETF
GVI
$3.85B
| $581K | 0.03% |
5,633
+7
| +0.1% | +$735 |
2019 Q4
27 quarters
|
|
439
Adobe
ADBE
$92.5B
| $578K | 0.03% |
2,407
+192
| +9% | +$48.1K |
2019 Q4
27 quarters
|
|
440
Medpace
MEDP
$18.6B
| $572K | 0.03% |
917
-70
| -7% | -$41K |
2023 Q3
12 quarters
|
|
441
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$464M
| $572K | 0.03% |
19,417
-3,307
| -15% | -$97.5K |
2025 Q4
3 quarters
|
|
442
Newmont
NEM
$123B
| $569K | 0.03% |
4,936
-46
| -0.9% | -$5.15K |
2025 Q1
6 quarters
|
|
443
Prologis
PLD
$124B
| $567K | 0.03% |
4,370
+52
| +1% | +$7.29K |
2019 Q4
27 quarters
|
|
444
OGE Energy
OGE
$10.6B
| $564K | 0.03% |
12,411
| – | – |
2019 Q4
27 quarters
|
|
445
ProShares Ultra Silver
AGQ
$944M
| $563K | 0.03% |
+8,415
| New | +$626K |
2026 Q3
0 quarters
|
|
446
PGIM AAA CLO ETF
PAAA
$15.3B
| $559K | 0.03% |
10,900
-7,781
| -42% | -$400K |
2025 Q2
5 quarters
|
|
447
Medtronic
MDT
$130B
| $554K | 0.03% |
6,423
-700
| -10% | -$61.7K |
2019 Q4
27 quarters
|
|
448
Old Second Bancorp
OSBC
$1.24B
| $553K | 0.03% |
+22,566
| New | +$559K |
2026 Q3
0 quarters
|
|
449
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $548K | 0.03% |
5,951
-173
| -3% | -$15.9K |
2025 Q3
4 quarters
|
|
450
BlackRock MuniYield New York Quality Fund
MYN
$870M
| $544K | 0.02% |
62,131
-3,198
| -5% | -$30.8K |
2026 Q1
2 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.