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 | |
|---|---|---|---|---|---|---|---|
551
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$98.7M
| $305K | 0.01% |
6,730
| – | – |
2024 Q3
8 quarters
|
|
552
First Financial Bancorp
FFBC
$3.44B
| $305K | 0.01% |
9,724
+86
| +0.9% | +$2.87K |
2026 Q1
2 quarters
|
|
553
Under Armour Class C
UA
$2.08B
| $303K | 0.01% |
69,675
-1,711
| -2% | -$9.7K |
2024 Q4
7 quarters
|
|
554
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.38B
| $303K | 0.01% |
1,308
+182
| +16% | +$48.1K |
2026 Q2
1 quarter
|
|
555
State Street SPDR S&P Software & Services ETF
XSW
$511M
| $302K | 0.01% |
1,553
+132
| +9% | +$25.3K |
2026 Q2
1 quarter
|
|
556
American Water Works
AWK
$29.8B
| $302K | 0.01% |
2,331
-19
| -0.8% | -$2.57K |
2019 Q4
27 quarters
|
|
557
CALL
SpaceX
SPCX
$1.9T
| – | – |
0
| – | – |
2026 Q3
0 quarters
|
|
558
Dynex Capital
DX
$2.71B
| $302K | 0.01% |
27,065
+5,437
| +25% | +$69.2K |
2026 Q1
2 quarters
|
|
559
AutoNation
AN
$5.99B
| $301K | 0.01% |
1,909
+129
| +7% | +$25.5K |
2025 Q4
3 quarters
|
|
560
GSK
GSK
$101B
| $301K | 0.01% |
6,240
-254
| -4% | -$13K |
2022 Q4
15 quarters
|
|
561
Casey's General Stores
CASY
$26.4B
| $301K | 0.01% |
494
-11
| -2% | -$8.48K |
2026 Q1
2 quarters
|
|
562
Hecla Mining
HL
$9.49B
| $299K | 0.01% |
+17,548
| New | +$308K |
2026 Q3
0 quarters
|
|
563
The Kraft Heinz Company
KHC
$28.7B
| $298K | 0.01% |
13,125
-5,867
| -31% | -$148K |
2022 Q1
18 quarters
|
|
564
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$696M
| $296K | 0.01% |
5,946
| – | – |
2025 Q3
4 quarters
|
|
565
Cincinnati Financial
CINF
$29.1B
| $291K | 0.01% |
1,823
+293
| +19% | +$51K |
2019 Q4
27 quarters
|
|
566
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$457M
| $290K | 0.01% |
7,605
+650
| +9% | +$25.5K |
2026 Q2
1 quarter
|
|
567
Shore Bancshares
SHBI
$759M
| $289K | 0.01% |
12,917
+145
| +1% | +$3.38K |
2026 Q1
2 quarters
|
|
568
APA Corp
APA
$15.7B
| $287K | 0.01% |
+6,920
| New | +$275K |
2026 Q3
0 quarters
|
|
569
Truist Financial
TFC
$60.2B
| $287K | 0.01% |
6,206
+9
| +0.1% | +$457 |
2024 Q3
8 quarters
|
|
570
Robinhood
HOOD
$76.2B
| $287K | 0.01% |
+2,548
| New | +$271K |
2026 Q3
0 quarters
|
|
571
Motorola Solutions
MSI
$88.5B
| $285K | 0.01% |
638
-9
| -1% | -$4.05K |
2021 Q2
21 quarters
|
|
572
T. Rowe Price
TROW
$23.6B
| $284K | 0.01% |
2,726
-230
| -8% | -$25.8K |
2025 Q1
6 quarters
|
|
573
Dover
DOV
$28.3B
| $282K | 0.01% |
1,506
+249
| +20% | +$50.2K |
2026 Q2
1 quarter
|
|
574
Quest Diagnostics
DGX
$28.6B
| $281K | 0.01% |
1,204
-47
| -4% | -$10.9K |
2022 Q4
15 quarters
|
|
575
Mondelez International
MDLZ
$84.4B
| $280K | 0.01% |
4,846
-288
| -6% | -$17.7K |
2020 Q1
26 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.