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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 | |
|---|---|---|---|---|---|---|---|
451
iShares US Aerospace & Defense ETF
ITA
$12.5B
| $543K | 0.02% |
7,860
-72
| -0.9% | -$5.6K |
2020 Q1
26 quarters
|
|
452
TrueShares S&P Autocallable Defensive Income ETF
PAYM
$129M
| $542K | 0.02% |
+21,350
| New | +$543K |
2026 Q3
0 quarters
|
|
453
State Street SPDR S&P Bank ETF
KBE
$1.6B
| $537K | 0.02% |
8,490
-11
| -0.1% | -$754 |
2023 Q2
13 quarters
|
|
454
iShares Russell Top 200 Growth ETF
IWY
$14.9B
| $532K | 0.02% |
1,803
-8
| -0.4% | -$2.29K |
2020 Q4
23 quarters
|
|
455
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$189M
| $530K | 0.02% |
9,840
+1,805
| +22% | +$103K |
2021 Q3
20 quarters
|
|
456
NYLIM FTSE International Equity Currency Neutral ETF
HFXI
$2.45B
| $526K | 0.02% |
14,140
-396
| -3% | -$14.9K |
2025 Q4
3 quarters
|
|
457
SLB Ltd
SLB
$75.2B
| $526K | 0.02% |
10,786
+629
| +6% | +$32.4K |
2022 Q4
15 quarters
|
|
458
iShares Core S&P Total US Stock Market ETF
ITOT
$96.3B
| $524K | 0.02% |
3,149
+1,116
| +55% | +$186K |
2020 Q1
26 quarters
|
|
459
WisdomTree US MidCap Dividend Fund
DON
$4.07B
| $523K | 0.02% |
9,700
| – | – |
2019 Q4
27 quarters
|
|
460
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.88B
| $518K | 0.02% |
20,864
+1,993
| +11% | +$50.7K |
2025 Q4
3 quarters
|
|
461
First Trust Value Line Dividend Fund
FVD
$8.23B
| $514K | 0.02% |
10,952
-46
| -0.4% | -$2.28K |
2021 Q1
22 quarters
|
|
462
2x Long VIX Futures ETF
UVIX
$131M
| $505K | 0.02% |
+13,700
| New | +$663K |
2026 Q3
0 quarters
|
|
463
iShares MSCI EAFE Value ETF
EFV
$31B
| $504K | 0.02% |
+12,748
| New | +$514K |
2026 Q3
0 quarters
|
|
464
Invesco S&P International Developed Momentum ETF
IDMO
$4.14B
| $502K | 0.02% |
8,220
+570
| +7% | +$35K |
2026 Q1
2 quarters
|
|
465
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.7B
| $501K | 0.02% |
21,138
+4,858
| +30% | +$118K |
2023 Q4
11 quarters
|
|
466
AdvisorShares Focused Equity ETF
CWS
$115M
| $495K | 0.02% |
7,442
| – | – |
2024 Q1
10 quarters
|
|
467
WisdomTree US SmallCap Dividend Fund
DES
$2.13B
| $493K | 0.02% |
13,000
| – | – |
2019 Q4
27 quarters
|
|
468
Brandes International ETF
BINV
$569M
| $492K | 0.02% |
+11,427
| New | +$507K |
2026 Q3
0 quarters
|
|
469
abrdn Physical Silver Shares ETF
SIVR
$3.49B
| $492K | 0.02% |
8,578
+792
| +10% | +$47.2K |
2025 Q4
3 quarters
|
|
470
iShares 0-1 Year Treasury Bond ETF
SHV
$21.3B
| $489K | 0.02% |
4,432
+7
| +0.2% | +$771 |
2020 Q3
24 quarters
|
|
471
Saba Opportunistically Hedged Closed-End Funds ETF
CEFS
$425M
| $483K | 0.02% |
+19,708
| New | +$496K |
2026 Q3
0 quarters
|
|
472
Xylem
XYL
$21.8B
| $481K | 0.02% |
4,754
-574
| -11% | -$65.7K |
2019 Q4
27 quarters
|
|
473
STAG Industrial
STAG
$7.16B
| $480K | 0.02% |
13,414
+1,207
| +10% | +$45.9K |
2021 Q3
20 quarters
|
|
474
Royal Gold
RGLD
$22.7B
| $480K | 0.02% |
2,034
-2,213
| -52% | -$507K |
2019 Q4
27 quarters
|
|
475
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.03B
| $479K | 0.02% |
21,123
+888
| +4% | +$20.4K |
2025 Q4
3 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.