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IA
Invested Advisors Portfolio holdings
AUM
$113M
1-Year Est. Return
23.72%
This Fund
S&P 500
This Quarter
Est. Return
+5.77%
1 Year Est. Return
+23.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$68.7M
AUM Growth
–
Cap. Flow
+$73M
Cap. Flow
% of AUM
106.29%
Top 10 Holdings %
Top 10 Hldgs %
39.76%
Holding
108
New
108
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4.87M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$4.34M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$3.49M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$3.25M |
| 5 |
Microsoft
MSFT
|
+$2.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.63% |
| 2 | Healthcare | 8.02% |
| 3 | Financials | 6.33% |
| 4 | Communication Services | 3.43% |
| 5 | Consumer Staples | 3.03% |
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Invested Advisors's Q3 2025 Portfolio in Review
Q3 2025 is the first quarter with a 13F filing on record for Invested Advisors, which disclosed 108 positions worth $68.7M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is iShares Core US Aggregate Bond ETF: 49,125 shares worth $4.74M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Healthcare and Financials.
- Invested Advisors's largest Q3 2025 buy was iShares Core US Aggregate Bond ETF: 49,125 shares worth $4.74M.
- Invested Advisors's ten largest holdings make up 40% of its $68.7M portfolio in Q3 2025.
- Invested Advisors disclosed 108 positions in Q3 2025, its first 13F filing on record.
Based on Invested Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.