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 Core S&P US Value ETF
IUSV
|
+$15.8M |
| 2 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$15.6M |
| 3 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$10.4M |
| 4 |
Broadcom
AVGO
|
+$7.45M |
| 5 |
Palantir
PLTR
|
+$6.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
+$32.2M |
| 2 |
ProShares UltraShort S&P500
SDS
|
+$30.8M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$23.8M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$8.36M |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$7.37M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 54.04% |
| 2 | Technology | 15.43% |
| 3 | Financials | 8% |
| 4 | Industrials | 4.15% |
| 5 | Consumer Discretionary | 4.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Core S&P 500 ETF
IVV
$875B
| $101M | 4.58% |
163,252
-14,563
| -8% | -$8.36M |
2019 Q4
22 quarters
|
|
|
2
State Street SPDR S&P 500 ETF Trust
SPY
$800B
| $75.4M | 3.41% |
122,055
-41,564
| -25% | -$23.8M |
2019 Q4
22 quarters
|
|
3
Apple
AAPL
$5.18T
| $50.5M | 2.28% |
245,955
+371
| +0.2% | +$74.9K |
2019 Q4
22 quarters
|
|
4
NVIDIA
NVDA
$3.93T
| $50.4M | 2.27% |
318,744
+19,089
| +6% | +$2.4M |
2019 Q4
22 quarters
|
|
5
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$48.4B
| $40.4M | 1.82% |
440,468
+34,189
| +8% | +$3.13M |
2019 Q4
22 quarters
|
|
6
Microsoft
MSFT
$3.89T
| $39.8M | 1.8% |
80,070
-2,104
| -3% | -$914K |
2019 Q4
22 quarters
|
|
7
Blackstone
BX
$95B
| $32.9M | 1.49% |
220,210
+16,956
| +8% | +$2.33M |
2019 Q4
22 quarters
|
|
8
Amazon
AMZN
$2.88T
| $31.7M | 1.43% |
144,518
+4,064
| +3% | +$804K |
2019 Q4
22 quarters
|
|
9
Vanguard S&P 500 ETF
VOO
$1.04T
| $31.1M | 1.4% |
54,708
+10,581
| +24% | +$5.56M |
2019 Q4
22 quarters
|
|
10
Invesco QQQ Trust
QQQ
$461B
| $29.3M | 1.32% |
53,039
-8,290
| -14% | -$4.12M |
2019 Q4
22 quarters
|
|
|
11
Broadcom
AVGO
$1.66T
| $26.3M | 1.19% |
95,587
+34,322
| +56% | +$7.45M |
2019 Q4
22 quarters
|
|
12
Vanguard Dividend Appreciation ETF
VIG
$118B
| $21.3M | 0.96% |
104,010
-509
| -0.5% | -$98.7K |
2019 Q4
22 quarters
|
|
13
iShares Core MSCI EAFE ETF
IEFA
$191B
| $20.1M | 0.91% |
241,194
+2,597
| +1% | +$206K |
2019 Q4
22 quarters
|
|
14
Alphabet (Google) Class A
GOOGL
$3.64T
| $19.9M | 0.9% |
112,861
-4,586
| -4% | -$751K |
2019 Q4
22 quarters
|
|
15
Schwab US Dividend Equity ETF
SCHD
$123B
| $19.2M | 0.87% |
723,110
+15,554
| +2% | +$406K |
2019 Q4
22 quarters
|
|
16
State Street Technology Select Sector SPDR ETF
XLK
$113B
| $18.9M | 0.85% |
148,980
+7,298
| +5% | +$810K |
2019 Q4
22 quarters
|
|
|
17
iShares Core S&P US Value ETF
IUSV
$28.9B
| $18.5M | 0.84% |
195,674
+175,357
| +863% | +$15.8M |
2020 Q4
18 quarters
|
|
18
Caterpillar
CAT
$275B
| $18.2M | 0.82% |
46,879
+2,102
| +5% | +$701K |
2019 Q4
22 quarters
|
|
19
JPMorgan Chase
JPM
$919B
| $18.1M | 0.82% |
62,274
-2,514
| -4% | -$642K |
2019 Q4
22 quarters
|
|
20
Costco
COST
$490B
| $16M | 0.72% |
16,198
+583
| +4% | +$579K |
2019 Q4
22 quarters
|
|
21
Vanguard High Dividend Yield ETF
VYM
$83.9B
| $16M | 0.72% |
120,233
+20,373
| +20% | +$2.58M |
2019 Q4
22 quarters
|
|
22
JPMorgan Equity Premium Income ETF
JEPI
$46.5B
| $16M | 0.72% |
281,896
+106,040
| +60% | +$5.87M |
2020 Q4
18 quarters
|
|
23
Tesla
TSLA
$1.54T
| $15.8M | 0.71% |
49,594
+790
| +2% | +$238K |
2019 Q4
22 quarters
|
|
|
24
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $15.6M | 0.71% |
+755,333
| New | +$15.6M |
2025 Q2
0 quarters
|
|
25
Meta Platforms (Facebook)
META
$1.64T
| $15.2M | 0.68% |
20,545
+1,464
| +8% | +$905K |
2019 Q4
22 quarters
|
|
Similar funds
Integrated Advisors Network's Q2 2025 Portfolio in Review
As of Q2 2025, Integrated Advisors Network held 805 positions worth $2.21B, up 12% from $1.98B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Integrated Advisors Network's Q2 2025 filing shows 92 new, 320 increased, 295 reduced and 58 closed positions. Its largest new stake was Invesco BulletShares 2025 Corporate Bond ETF: 755,333 shares worth $15.6M. The largest sale was Janus Henderson AAA CLO ETF, an estimated $32.2M.
By sector, the portfolio is most concentrated in Miscellaneous at 54% of assets, down from 57% a quarter earlier, followed by Technology and Financials.
- Integrated Advisors Network's largest Q2 2025 buy was Invesco BulletShares 2025 Corporate Bond ETF: 755,333 shares worth $15.6M.
- Integrated Advisors Network added most to iShares Core S&P US Value ETF in Q2 2025, an estimated $15.8M increase.
- Integrated Advisors Network's biggest Q2 2025 reduction was Janus Henderson AAA CLO ETF, cutting an estimated $32.2M.
- Integrated Advisors Network fully exited Tyson Foods in Q2 2025, selling an estimated $3.54M.
- Integrated Advisors Network's ten largest holdings make up 22% of its $2.21B portfolio in Q2 2025.
- Integrated Advisors Network opened 92 new positions and closed 58 in Q2 2025.
- Integrated Advisors Network's portfolio value rose 12% quarter-over-quarter to $2.21B.
Based on Integrated Advisors Network's 13F filing for Q2 2025, filed 12 Aug 2025.