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 | |
|---|---|---|---|---|---|---|---|
501
AllianceBernstein
AB
$3.11B
| $414K | 0.02% |
11,859
+500
| +4% | +$18.3K |
2020 Q4
23 quarters
|
|
502
Mercado Libre
MELI
$76.7B
| $410K | 0.02% |
237
+9
| +4% | +$16.7K |
2021 Q1
22 quarters
|
|
503
Frontline
FRO
$10.1B
| $409K | 0.02% |
8,300
+184
| +2% | +$7.84K |
2026 Q1
2 quarters
|
|
504
Comcast
CMCSA
$88.8B
| $407K | 0.02% |
18,685
+2,040
| +12% | +$50K |
2019 Q4
27 quarters
|
|
505
Howmet Aerospace
HWM
$89.1B
| $405K | 0.02% |
1,792
+63
| +4% | +$16.6K |
2025 Q2
5 quarters
|
|
506
Citigroup
C
$206B
| $400K | 0.02% |
3,093
-132
| -4% | -$17.8K |
2024 Q3
8 quarters
|
|
507
Kinder Morgan
KMI
$70.4B
| $397K | 0.02% |
13,165
-1,705
| -11% | -$54.1K |
2024 Q4
7 quarters
|
|
508
Sony
SONY
$154B
| $397K | 0.02% |
16,854
-2,707
| -14% | -$62K |
2022 Q4
15 quarters
|
|
509
Novartis
NVS
$303B
| $392K | 0.02% |
2,752
-57
| -2% | -$8.65K |
2025 Q2
5 quarters
|
|
510
iShares Russell 1000 Value ETF
IWD
$85.1B
| $389K | 0.02% |
1,571
-8
| -0.5% | -$2.02K |
2019 Q4
27 quarters
|
|
511
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
| $388K | 0.02% |
9,078
+883
| +11% | +$39K |
2026 Q1
2 quarters
|
|
512
HSBC
HSBC
$308B
| $384K | 0.02% |
3,862
+223
| +6% | +$22.8K |
2025 Q2
5 quarters
|
|
513
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.57B
| $382K | 0.02% |
4,193
-485
| -10% | -$44.9K |
2019 Q4
27 quarters
|
|
514
Iron Mountain
IRM
$33.5B
| $381K | 0.02% |
3,436
+358
| +12% | +$42.9K |
2021 Q4
19 quarters
|
|
515
State Street SPDR Portfolio S&P 500 ETF
SPYM
$184B
| $379K | 0.02% |
4,221
-344
| -8% | -$30.8K |
2020 Q2
25 quarters
|
|
516
Motley Fool 100 Index ETF
TMFC
$2.04B
| $378K | 0.02% |
4,726
-150
| -3% | -$11.8K |
2025 Q2
5 quarters
|
|
517
MetLife
MET
$64.7B
| $375K | 0.02% |
3,982
+55
| +1% | +$5.24K |
2021 Q1
22 quarters
|
|
518
State Street SPDR Global Dow ETF
DGT
$667M
| $373K | 0.02% |
2,009
-191
| -9% | -$36K |
2025 Q2
5 quarters
|
|
519
Datadog
DDOG
$66.6B
| $373K | 0.02% |
1,361
+289
| +27% | +$71.5K |
2026 Q2
1 quarter
|
|
520
Lincoln National
LNC
$8.1B
| $371K | 0.02% |
9,227
| – | – |
2025 Q1
6 quarters
|
|
521
AstraZeneca
AZN
$288B
| $370K | 0.02% |
2,289
+342
| +18% | +$57K |
2020 Q3
24 quarters
|
|
522
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.76B
| $369K | 0.02% |
3,449
-393
| -10% | -$44.9K |
2019 Q4
27 quarters
|
|
523
Cardinal Health
CAH
$64.1B
| $369K | 0.02% |
1,657
-56
| -3% | -$13K |
2026 Q2
1 quarter
|
|
524
Gilead Sciences
GILD
$211B
| $367K | 0.02% |
2,461
+144
| +6% | +$20.2K |
2019 Q4
27 quarters
|
|
525
Sempra
SRE
$51.2B
| $361K | 0.02% |
4,635
| – | – |
2022 Q1
18 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.