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 | |
|---|---|---|---|---|---|---|---|
526
Chipotle Mexican Grill
CMG
$46.3B
| $354K | 0.02% |
11,076
-162
| -1% | -$5.62K |
2021 Q2
21 quarters
|
|
527
TrueShares S&P Autocallable High Income ETF
PAYH
$25.9M
| $353K | 0.02% |
+14,146
| New | +$353K |
2026 Q3
0 quarters
|
|
528
Fidelity Low Volatility Factor ETF
FDLO
$1.58B
| $352K | 0.02% |
4,985
-12
| -0.2% | -$859 |
2025 Q1
6 quarters
|
|
529
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$152M
| $351K | 0.02% |
4,223
+802
| +23% | +$69K |
2026 Q1
2 quarters
|
|
530
Astera Labs
ALAB
$40.4B
| $350K | 0.02% |
983
+45
| +5% | +$14.5K |
2026 Q2
1 quarter
|
|
531
Textron
TXT
$14.6B
| $344K | 0.02% |
4,520
-2,810
| -38% | -$240K |
2022 Q3
16 quarters
|
|
532
Arm
ARM
$218B
| $343K | 0.02% |
1,183
-314
| -21% | -$85.5K |
2025 Q2
5 quarters
|
|
533
Reddit
RDDT
$20.4B
| $342K | 0.02% |
2,403
+31
| +1% | +$5.12K |
2024 Q4
7 quarters
|
|
534
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
$14.5B
| $335K | 0.02% |
5,039
| – | – |
2021 Q2
21 quarters
|
|
535
Wayfair
W
$15.7B
| $328K | 0.02% |
3,195
-32
| -1% | -$3.12K |
2025 Q3
4 quarters
|
|
536
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$4.22B
| $324K | 0.01% |
3,286
-418
| -11% | -$42K |
2026 Q2
1 quarter
|
|
537
Copa Holdings
CPA
$6.08B
| $324K | 0.01% |
2,454
+514
| +26% | +$70.3K |
2026 Q2
1 quarter
|
|
538
HealthEquity
HQY
$8.52B
| $323K | 0.01% |
+3,654
| New | +$358K |
2026 Q3
0 quarters
|
|
539
Snowflake
SNOW
$106B
| $321K | 0.01% |
+946
| New | +$292K |
2026 Q3
0 quarters
|
|
540
iShares Biotechnology ETF
IBB
$11.4B
| $321K | 0.01% |
1,525
+345
| +29% | +$69.2K |
2025 Q4
3 quarters
|
|
541
Alibaba
BABA
$253B
| $320K | 0.01% |
2,978
-2,099
| -41% | -$243K |
2019 Q4
27 quarters
|
|
542
Biogen
BIIB
$37.5B
| $317K | 0.01% |
1,403
+48
| +4% | +$10.2K |
2023 Q1
14 quarters
|
|
543
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.61B
| $317K | 0.01% |
1,666
-215
| -11% | -$41.2K |
2019 Q4
27 quarters
|
|
544
Caesars Entertainment
CZR
$5.97B
| $315K | 0.01% |
+10,630
| New | +$317K |
2026 Q3
0 quarters
|
|
545
Aflac
AFL
$62.9B
| $313K | 0.01% |
2,798
-459
| -14% | -$55K |
2021 Q3
20 quarters
|
|
546
Arthur J. Gallagher & Co
AJG
$72.3B
| $312K | 0.01% |
+1,368
| New | +$343K |
2026 Q3
0 quarters
|
|
547
JPMorgan Ultra-Short Municipal Income ETF
JMST
$8.42B
| $309K | 0.01% |
6,121
+1,972
| +48% | +$100K |
2026 Q2
1 quarter
|
|
548
iShares MSCI USA Momentum Factor ETF
MTUM
$17.2B
| $309K | 0.01% |
3,892
-35,360
| -90% | -$2.73M |
2024 Q4
7 quarters
|
|
549
TotalEnergies
TTE
$193B
| $305K | 0.01% |
+3,571
| New | +$309K |
2026 Q3
0 quarters
|
|
550
ProShares Ultra Technology
ROM
$1.07B
| $305K | 0.01% |
1,918
-183
| -9% | -$26.2K |
2026 Q2
1 quarter
|
|
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.