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 JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$11.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$11.4M |
| 3 |
Apple
AAPL
|
+$11.4M |
| 4 |
Celestica
CLS
|
+$10.4M |
| 5 |
Amazon
AMZN
|
+$8.88M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$18.8M |
| 2 |
ProShares UltraShort S&P500
SDS
|
+$8.53M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$6.58M |
| 4 |
Insulet
PODD
|
+$5.61M |
| 5 |
Idexx Laboratories
IDXX
|
+$5.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 54.23% |
| 2 | Technology | 16.37% |
| 3 | Financials | 6.27% |
| 4 | Industrials | 5.96% |
| 5 | Consumer Discretionary | 4.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Core S&P 500 ETF
IVV
$876B
| $118M | 5.42% |
157,389
+15,705
| +11% | +$11.4M |
2019 Q4
26 quarters
|
|
2
State Street SPDR S&P 500 ETF Trust
SPY
$800B
| $69M | 3.17% |
92,353
+3,131
| +4% | +$2.27M |
2019 Q4
26 quarters
|
|
|
3
Apple
AAPL
$5.18T
| $68.9M | 3.17% |
238,173
+39,870
| +20% | +$11.4M |
2019 Q4
26 quarters
|
|
4
NVIDIA
NVDA
$3.93T
| $47.3M | 2.18% |
236,543
+24,120
| +11% | +$4.96M |
2019 Q4
26 quarters
|
|
5
Caterpillar
CAT
$275B
| $44.4M | 2.04% |
41,670
-1,002
| -2% | -$880K |
2019 Q4
26 quarters
|
|
6
Invesco QQQ Trust
QQQ
$467B
| $35.4M | 1.63% |
48,123
+204
| +0.4% | +$140K |
2019 Q4
26 quarters
|
|
7
Alphabet (Google) Class A
GOOGL
$3.64T
| $35.3M | 1.62% |
98,655
+12,107
| +14% | +$4.36M |
2019 Q4
26 quarters
|
|
8
iShares MSCI ACWI ex US ETF
ACWX
$18B
| $35.1M | 1.61% |
461,427
+5,385
| +1% | +$401K |
2025 Q3
3 quarters
|
|
|
9
Amazon
AMZN
$2.88T
| $35M | 1.61% |
146,760
+35,383
| +32% | +$8.88M |
2019 Q4
26 quarters
|
|
|
10
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$49.3B
| $33.3M | 1.53% |
363,392
-205,783
| -36% | -$18.8M |
2019 Q4
26 quarters
|
|
11
Microsoft
MSFT
$3.89T
| $31.3M | 1.44% |
84,023
+15,082
| +22% | +$6.1M |
2019 Q4
26 quarters
|
|
12
Vanguard S&P 500 ETF
VOO
$1.04T
| $30.8M | 1.42% |
44,900
+676
| +2% | +$451K |
2019 Q4
26 quarters
|
|
13
Palo Alto Networks
PANW
$264B
| $23.8M | 1.1% |
69,922
-17,794
| -20% | -$4.07M |
2019 Q4
26 quarters
|
|
14
Blackstone
BX
$95B
| $23.8M | 1.1% |
202,555
+8,816
| +5% | +$1.06M |
2019 Q4
26 quarters
|
|
15
Broadcom
AVGO
$1.66T
| $22.1M | 1.02% |
58,539
+4,133
| +8% | +$1.66M |
2019 Q4
26 quarters
|
|
16
Vanguard Dividend Appreciation ETF
VIG
$118B
| $21.2M | 0.97% |
89,423
+26,591
| +42% | +$6.11M |
2019 Q4
26 quarters
|
|
17
JPMorgan Chase
JPM
$919B
| $21.1M | 0.97% |
64,583
+13,138
| +26% | +$4.08M |
2019 Q4
26 quarters
|
|
18
iShares Core MSCI EAFE ETF
IEFA
$192B
| $20.2M | 0.93% |
209,481
+9,013
| +4% | +$866K |
2019 Q4
26 quarters
|
|
19
Schwab US Dividend Equity ETF
SCHD
$124B
| $20.1M | 0.92% |
632,744
-11,566
| -2% | -$367K |
2019 Q4
26 quarters
|
|
20
State Street Technology Select Sector SPDR ETF
XLK
$114B
| $18.7M | 0.86% |
97,965
+6,857
| +8% | +$1.17M |
2019 Q4
26 quarters
|
|
21
iShares Russell 2000 ETF
IWM
$76.4B
| $18.4M | 0.84% |
61,120
-5,834
| -9% | -$1.64M |
2019 Q4
26 quarters
|
|
22
CrowdStrike
CRWD
$232B
| $18.3M | 0.84% |
96,164
-26,196
| -21% | -$3.72M |
2023 Q4
10 quarters
|
|
23
United Rentals
URI
$69.6B
| $18M | 0.83% |
15,915
-247
| -2% | -$235K |
2019 Q4
26 quarters
|
|
24
Eli Lilly
LLY
$1.29T
| $17.6M | 0.81% |
14,637
+3,720
| +34% | +$3.8M |
2019 Q4
26 quarters
|
|
25
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$48.8B
| $16.9M | 0.78% |
380,631
+8,891
| +2% | +$380K |
2021 Q2
20 quarters
|
|
Similar funds
Integrated Advisors Network's Q2 2026 Portfolio in Review
As of Q2 2026, Integrated Advisors Network held 762 positions worth $2.18B, up 14% from $1.91B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Integrated Advisors Network's Q2 2026 filing shows 70 new, 281 increased, 299 reduced and 83 closed positions. Its largest new stake was Celestica: 27,822 shares worth $10.1M. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $18.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 54% of assets, down from 55% a quarter earlier, followed by Technology and Financials.
- Integrated Advisors Network's largest Q2 2026 buy was Celestica: 27,822 shares worth $10.1M.
- Integrated Advisors Network added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2026, an estimated $11.7M increase.
- Integrated Advisors Network's biggest Q2 2026 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $18.8M.
- Integrated Advisors Network fully exited Insulet in Q2 2026, selling an estimated $5.61M.
- Integrated Advisors Network's ten largest holdings make up 24% of its $2.18B portfolio in Q2 2026.
- Integrated Advisors Network opened 70 new positions and closed 83 in Q2 2026.
- Integrated Advisors Network's portfolio value rose 14% quarter-over-quarter to $2.18B.
Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.