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 | |
|---|---|---|---|---|---|---|---|
626
VanEck Junior Gold Miners ETF
GDXJ
$7.72B
| $228K | 0.01% |
+2,000
| New | +$227K |
2026 Q3
0 quarters
|
|
627
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$142M
| $227K | 0.01% |
6,416
+576
| +10% | +$20.2K |
2026 Q2
1 quarter
|
|
628
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$129M
| $226K | 0.01% |
8,312
| – | – |
2024 Q3
8 quarters
|
|
629
Baxter International
BAX
$13.6B
| $226K | 0.01% |
+9,397
| New | +$231K |
2026 Q3
0 quarters
|
|
630
Genuine Parts
GPC
$17.1B
| $225K | 0.01% |
1,786
-143
| -7% | -$18.6K |
2021 Q1
22 quarters
|
|
631
CarMax
KMX
$7.65B
| $224K | 0.01% |
4,068
-217
| -5% | -$12.6K |
2026 Q1
2 quarters
|
|
632
Lamar Advertising Co
LAMR
$16.5B
| $223K | 0.01% |
1,547
-60
| -4% | -$9.23K |
2024 Q3
8 quarters
|
|
633
Mueller Industries
MLI
$12B
| $221K | 0.01% |
3,648
-416
| -10% | -$25.9K |
2026 Q2
1 quarter
|
|
634
iShares International Small Cap Equity Factor ETF
ISCF
$719M
| $216K | 0.01% |
4,840
+170
| +4% | +$7.63K |
2026 Q2
1 quarter
|
|
635
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.12B
| $215K | 0.01% |
+10,053
| New | +$228K |
2026 Q3
0 quarters
|
|
636
Emcor
EME
$29.2B
| $214K | 0.01% |
284
+35
| +14% | +$27K |
2026 Q2
1 quarter
|
|
637
First Trust Long Duration Opportunities ETF
LGOV
$606M
| $213K | 0.01% |
10,898
-2,766
| -20% | -$57.6K |
2023 Q4
11 quarters
|
|
638
Unum
UNM
$12.6B
| $212K | 0.01% |
2,415
-65
| -3% | -$5.9K |
2026 Q1
2 quarters
|
|
639
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$2.82B
| $211K | 0.01% |
5,117
-642
| -11% | -$27.5K |
2021 Q1
22 quarters
|
|
640
Sterling Infrastructure
STRL
$9.27B
| $210K | 0.01% |
+428
| New | +$241K |
2026 Q3
0 quarters
|
|
641
Hims & Hers Health
HIMS
$4.86B
| $210K | 0.01% |
+7,043
| New | +$216K |
2026 Q3
0 quarters
|
|
642
Sysco
SYY
$37.9B
| $210K | 0.01% |
2,689
-129
| -5% | -$10.6K |
2026 Q2
1 quarter
|
|
643
iShares Global Clean Energy ETF
ICLN
$2.06B
| $209K | 0.01% |
12,311
-1,129
| -8% | -$20.3K |
2026 Q2
1 quarter
|
|
644
CoStar Group
CSGP
$12.2B
| $209K | 0.01% |
+7,621
| New | +$229K |
2026 Q3
0 quarters
|
|
645
Marriott International
MAR
$111B
| $208K | 0.01% |
586
-3
| -0.5% | -$1.07K |
2025 Q2
5 quarters
|
|
646
CME Group
CME
$113B
| $207K | 0.01% |
+790
| New | +$208K |
2026 Q3
0 quarters
|
|
647
State Street SPDR Portfolio Mortgage Backed Bond Index ETF
SPMB
$6.94B
| $206K | 0.01% |
9,757
-68,994
| -88% | -$1.51M |
2025 Q1
6 quarters
|
|
648
Ford
F
$48.9B
| $206K | 0.01% |
17,064
+2,649
| +18% | +$36.7K |
2020 Q2
25 quarters
|
|
649
Snap-on
SNA
$19.3B
| $205K | 0.01% |
+565
| New | +$223K |
2026 Q3
0 quarters
|
|
650
Nasdaq
NDAQ
$61.3B
| $205K | 0.01% |
+2,228
| New | +$208K |
2026 Q3
0 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.