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 | |
|---|---|---|---|---|---|---|---|
576
iShares Infrastructure Active ETF
BILT
$118M
| $279K | 0.01% |
10,793
+1,679
| +18% | +$46.6K |
2026 Q2
1 quarter
|
|
577
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$783M
| $277K | 0.01% |
6,559
-23
| -0.3% | -$983 |
2026 Q2
1 quarter
|
|
578
Simplify Aggregate Bond ETF
AGGH
$411M
| $277K | 0.01% |
14,621
-288
| -2% | -$5.69K |
2024 Q3
8 quarters
|
|
579
Stifel
SF
$10.9B
| $276K | 0.01% |
3,946
-443
| -10% | -$35K |
2026 Q2
1 quarter
|
|
580
Amplify CWP Enhanced Dividend Income ETF
DIVO
$8.04B
| $275K | 0.01% |
+5,922
| New | +$281K |
2026 Q3
0 quarters
|
|
581
iShares MSCI South Korea ETF
EWY
$21.7B
| $275K | 0.01% |
1,505
-153
| -9% | -$26.9K |
2026 Q2
1 quarter
|
|
582
Fastenal
FAST
$63.7B
| $275K | 0.01% |
5,548
+208
| +4% | +$10.2K |
2019 Q4
27 quarters
|
|
583
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.22B
| $272K | 0.01% |
+10,775
| New | +$284K |
2026 Q3
0 quarters
|
|
584
Coinbase
COIN
$36.1B
| $272K | 0.01% |
+1,457
| New | +$247K |
2026 Q3
0 quarters
|
|
585
Estee Lauder
EL
$40.7B
| $271K | 0.01% |
2,918
-612
| -17% | -$55.7K |
2019 Q4
27 quarters
|
|
586
FedEx
FDX
$75.6B
| $267K | 0.01% |
937
-12
| -1% | -$3.77K |
2025 Q3
4 quarters
|
|
587
Southwest Gas
SWX
$6.72B
| $267K | 0.01% |
3,273
+62
| +2% | +$5.53K |
2026 Q1
2 quarters
|
|
588
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$97.5M
| $263K | 0.01% |
12,548
+1,497
| +14% | +$32.8K |
2025 Q3
4 quarters
|
|
589
BP
BP
$117B
| $261K | 0.01% |
5,930
+101
| +2% | +$4.33K |
2024 Q4
7 quarters
|
|
590
Omega Healthcare
OHI
$14.6B
| $261K | 0.01% |
5,633
-161
| -3% | -$7.71K |
2023 Q2
13 quarters
|
|
591
Suncor Energy
SU
$79.4B
| $260K | 0.01% |
3,838
-18
| -0.5% | -$1.17K |
2026 Q1
2 quarters
|
|
592
Vanguard Russell 1000 Growth ETF
VONG
$44.5B
| $260K | 0.01% |
2,015
-463
| -19% | -$58.3K |
2025 Q3
4 quarters
|
|
593
ProShares UltraPro QQQ
TQQQ
$33.6B
| $260K | 0.01% |
3,329
+296
| +10% | +$21.3K |
2026 Q2
1 quarter
|
|
594
FT Vest Growth-100 Buffer ETF June
QJUN
$721M
| $259K | 0.01% |
7,545
| – | – |
2024 Q3
8 quarters
|
|
595
NEOS MLP & Energy Infrastructure High Income ETF
MLPI
$835M
| $258K | 0.01% |
+5,138
| New | +$279K |
2026 Q3
0 quarters
|
|
596
Intercontinental Exchange
ICE
$101B
| $257K | 0.01% |
1,692
-91
| -5% | -$13.7K |
2024 Q2
9 quarters
|
|
597
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
| $254K | 0.01% |
3,809
-63
| -2% | -$4.3K |
2022 Q1
18 quarters
|
|
598
iShares MSCI Europe Financials ETF
EUFN
$3.09B
| $252K | 0.01% |
+6,331
| New | +$262K |
2026 Q3
0 quarters
|
|
599
Pacer Lunt Large Cap Alternator ETF
ALTL
$72M
| $249K | 0.01% |
5,707
-21
| -0.4% | -$978 |
2021 Q2
21 quarters
|
|
600
NYLIM Merger Arbitrage ETF
MNA
$276M
| $249K | 0.01% |
6,756
-6,870
| -50% | -$252K |
2019 Q4
27 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.