Investor's Fiduciary Advisor Network Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$29.7M |
| 2 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$12.5M |
| 3 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$11.8M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$10.9M |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$8.69M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Annaly Capital Management
NLY
|
+$409K |
| 2 |
Eli Lilly
LLY
|
+$402K |
| 3 |
DuPont de Nemours
DD
|
+$275K |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$261K |
| 5 |
Caterpillar
CAT
|
+$238K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.66% |
| 2 | Financials | 4.89% |
| 3 | Healthcare | 3.35% |
| 4 | Industrials | 2.96% |
| 5 | Consumer Discretionary | 2.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares MSCI EAFE Growth ETF
EFG
$17.4B
| – | – |
-1,868
| Closed | -$212K |
|
|
277
Annaly Capital Management
NLY
$17.4B
| – | – |
-20,276
| Closed | -$409K |
|
Similar funds
Investor's Fiduciary Advisor Network's Q4 2025 Portfolio in Review
As of Q4 2025, Investor's Fiduciary Advisor Network held 277 positions worth $466M, up 58% from $295M the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Investor's Fiduciary Advisor Network deployed $164M of net new capital in Q4 2025, opening 41 new positions and adding to 133 existing holdings. Its largest new stake was Schwab US Large-Cap Value ETF: 426,852 shares worth $12.6M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 16% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Eli Lilly, an estimated $402K trimmed.
- Investor's Fiduciary Advisor Network's largest Q4 2025 buy was Schwab US Large-Cap Value ETF: 426,852 shares worth $12.6M.
- Investor's Fiduciary Advisor Network added most to Invesco QQQ Trust in Q4 2025, an estimated $29.7M increase.
- Investor's Fiduciary Advisor Network's biggest Q4 2025 reduction was Eli Lilly, cutting an estimated $402K.
- Investor's Fiduciary Advisor Network fully exited Annaly Capital Management in Q4 2025, selling an estimated $409K.
- Investor's Fiduciary Advisor Network's ten largest holdings make up 34% of its $466M portfolio in Q4 2025.
- Investor's Fiduciary Advisor Network opened 41 new positions and closed 4 in Q4 2025.
- Investor's Fiduciary Advisor Network's portfolio value rose 58% quarter-over-quarter to $466M.
Based on Investor's Fiduciary Advisor Network's 13F filing for Q4 2025, filed 12 Feb 2026.