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 | |
|---|---|---|---|---|---|---|---|
651
D.R. Horton
DHI
$40B
| $204K | 0.01% |
1,492
-13,757
| -90% | -$2.01M |
2025 Q2
5 quarters
|
|
652
Avantis Moderate Allocation ETF
AVMA
$94.1M
| $204K | 0.01% |
2,842
+5
| +0.2% | +$365 |
2026 Q2
1 quarter
|
|
653
LPL Financial
LPLA
$23.5B
| $203K | 0.01% |
+663
| New | +$225K |
2026 Q3
0 quarters
|
|
654
Becton Dickinson
BDX
$58.4B
| $203K | 0.01% |
+1,132
| New | +$197K |
2026 Q3
0 quarters
|
|
655
Realty Income
O
$56.7B
| $201K | 0.01% |
+3,698
| New | +$228K |
2026 Q3
0 quarters
|
|
656
Enovix
ENVX
$555M
| $188K | 0.01% |
64,809
+22,318
| +53% | +$87.5K |
2024 Q4
7 quarters
|
|
657
Aurora
AUR
$9.29B
| $173K | 0.01% |
31,212
+5,206
| +20% | +$32.7K |
2025 Q3
4 quarters
|
|
658
FS KKR Capital
FSK
$3.25B
| $150K | 0.01% |
13,630
-558
| -4% | -$6.4K |
2019 Q4
27 quarters
|
|
659
Western Asset High Income Fund II
HIX
$311M
| $143K | 0.01% |
40,435
| – | – |
2020 Q3
24 quarters
|
|
660
ProShares UltraShort QQQ
QID
$252M
| $133K | 0.01% |
+10,118
| New | +$145K |
2026 Q3
0 quarters
|
|
661
Cleveland-Cliffs
CLF
$7.5B
| $114K | 0.01% |
+10,371
| New | +$118K |
2026 Q3
0 quarters
|
|
662
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.73B
| $98.1K | ﹤0.01% |
10,435
+199
| +2% | +$1.93K |
2026 Q1
2 quarters
|
|
663
CALL
Alibaba
BABA
$253B
| – | – |
0
| – | – |
2025 Q4
3 quarters
|
|
664
Avino Silver & Gold Mines
ASM
$779M
| $79.9K | ﹤0.01% |
14,400
-69,600
| -83% | -$449K |
2026 Q2
1 quarter
|
|
665
CALL
McDonald's
MCD
$194B
| – | – |
0
| – | – |
2026 Q3
0 quarters
|
|
666
CALL
Dell
DELL
$238B
| – | – |
0
| – | – |
2025 Q2
5 quarters
|
|
667
Standard Lithium
SLI
$360M
| $47.6K | ﹤0.01% |
26,000
| – | – |
2026 Q1
2 quarters
|
|
668
i-80 Gold Corp
IAUX
$1.18B
| $32.4K | ﹤0.01% |
+19,500
| New | +$31.1K |
2026 Q3
0 quarters
|
|
669
Osisko Gold Group
OGG
$752M
| $31K | ﹤0.01% |
+11,000
| New | +$29.3K |
2026 Q3
0 quarters
|
|
670
CALL
Marvell Technology
MRVL
$152B
| – | – |
0
| – | – |
2026 Q3
0 quarters
|
|
671
CALL
NVIDIA
NVDA
$4.2T
| – | – |
0
| – | – |
2023 Q3
12 quarters
|
|
672
Quantum Cyber N.V.
QUCY
$52.5M
| $21K | ﹤0.01% |
+16,000
| New | +$21.4K |
2026 Q3
0 quarters
|
|
673
Knightscope
KSCP
$9.44M
| $15.8K | ﹤0.01% |
20,366
+10,000
| +96% | +$14.5K |
2026 Q1
2 quarters
|
|
674
CALL
Pfizer
PFE
$168B
| – | – |
0
| – | – |
2026 Q3
0 quarters
|
|
675
XTI Aerospace
XTIA
$37.7M
| $8.19K | ﹤0.01% |
10,000
| – | – |
2025 Q3
4 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.