Integrated Advisors Network LLC

CIK

1660177

Location

DALLAS, TX

Portfolio Value

Small $979,897,992

Diversification

Diversified

Filing Date

Global Rank

#1,680 / 8,636 ▼ 124 · as of Mar 2026

Top Industry

Semiconductors 10.1%

3Y Alpha vs SPY

-0.4%

Period ended 4 months ago

Filed Apr 28, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+75.2%

SPY

+77.0%

Annualised alpha

-0.4%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

390 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.9%

−1.0 pts

Top 5

21.2%

−3.1 pts

Top 10

33.0%

−4.4 pts

HHI

161

Diversified−34

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.1%	$245,878,357	54
Unclassified	13.0%	$127,220,517	18
Financial Services	11.5%	$112,289,506	61
Industrials	10.2%	$99,468,958	52
Healthcare	9.5%	$93,248,102	43
Consumer Cyclical	7.6%	$74,600,780	43
Consumer Defensive	6.0%	$58,358,329	22
Communication Services	5.5%	$54,191,608	12
Energy	5.1%	$49,698,119	25
Basic Materials	2.6%	$25,186,128	25
Utilities	2.2%	$21,859,024	16
Real Estate	1.8%	$17,898,564	19

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETHE	Grayscale Ethereum Staking ETF	+210,612	358,249	$6,115,310
DHY	Credit Suisse High Yield Credit Fund	+54,926	97,380	$185,022
CSX	Csx Corp	+51,112	62,031	$2,546,372
MCHP	Microchip Technology Inc	+36,535	44,815	$2,895,497
NEE	Nextera Energy Inc	+24,699	58,680	$5,450,198
KKR	KKR & Co. Inc.	+18,101	47,064	$4,353,420
ENVX	Enovix Corp	+17,608	43,396	$224,791
DHI	Horton D R Inc /De/	+16,741	21,032	$2,886,011
GLDM	World Gold Trust	+15,976	90,138	$8,354,891
BTU	Peabody Energy Corp	+15,217	250,758	$8,262,476
DLR	Digital Realty Trust, Inc.	+14,727	16,711	$3,011,489
PCAR	Paccar Inc	+14,298	18,993	$2,193,691
NUE	Nucor Corp	+12,556	17,488	$2,957,220
NTNX	Nutanix, Inc.	+12,354	18,605	$707,176
ABBV	AbbVie Inc.	+11,057	47,509	$10,332,732
HYMC	Hycroft Mining Holding Corp	+10,400	20,529	$722,620
CVX	Chevron Corp	+10,111	51,642	$10,684,729
AUR	Aurora Innovation, Inc.	+9,952	20,032	$82,531
PG	PROCTER & GAMBLE Co	+9,522	51,841	$7,487,914
ETHA	iShares Ethereum Trust ETF	+9,477	29,579	$156,078
TXN	Texas Instruments Inc	+9,472	14,743	$2,862,206
IDXX	Idexx Laboratories Inc /De	+9,454	9,792	$5,502,026
PNC	Pnc Financial Services Group, Inc.	+8,657	10,719	$2,230,516
EPD	Enterprise Products Partners L.P.	+7,619	41,376	$1,565,667
SPG	Simon Property Group Inc.	+7,434	26,651	$4,971,211
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−64,136	212,523	$37,064,011
MFC	Manulife Financial Corp	−56,665	15,020	$517,288
BAC	Bank Of America Corp /De/	−44,164	70,594	$3,441,457
CG	Carlyle Group Inc.	−41,817	5,617	$271,806
ENB	Enbridge Inc	−38,830	12,424	$672,635
SCHW	Schwab Charles Corp	−37,440	37,458	$3,520,302
AAPL	Apple Inc.	−35,764	198,303	$50,327,318
GOOGL	Alphabet Inc.	−35,642	113,133	$32,513,915
T	At&T Inc.	−34,961	46,026	$1,334,293
AMZN	Amazon Com Inc	−33,274	111,377	$23,196,487
MRVL	Marvell Technology, Inc.	−32,963	7,616	$754,364
IAU	Ishares Gold Trust	−32,680	17,148	$1,511,767
ZTS	Zoetis Inc.	−31,636	2,851	$337,016
SPY	Spdr S&P 500 ETF Trust	−28,749	89,222	$58,024,635
BX	Blackstone Inc.	−26,037	193,739	$22,278,047
UMBF	Umb Financial Corp	−22,736	2,408	$271,598
TER	Teradyne, Inc	−22,359	2,513	$745,003
AEP	American Electric Power Co Inc	−20,136	4,593	$602,050
ORLY	O Reilly Automotive Inc	−20,075	2,306	$212,866
PODD	Insulet Corp	−19,238	26,729	$5,608,813
LAMR	Lamar Advertising Co/New	−18,833	1,817	$230,141
STT	State Street Corp	−18,749	3,439	$435,239
C	Citigroup Inc	−18,135	6,730	$763,249
IBIT	iShares Bitcoin Trust ETF	−17,883	23,067	$886,234
GLD	Spdr Gold Trust	−17,565	26,416	$11,366,540
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ELAN	Elanco Animal Health Inc	264,076	$6,319,338
TMDX	TransMedics Group, Inc.	47,590	$4,730,921
PHM	Pultegroup Inc/Mi/	33,060	$3,888,186
CE	Celanese Corp	50,491	$3,320,793
STNG	Scorpio Tankers Inc.	33,845	$2,526,867
CL	Colgate Palmolive Co	29,554	$2,518,887
EMN	Eastman Chemical Co	31,592	$2,411,101
GPN	Global Payments Inc	31,101	$2,093,097
NTR	Nutrien Ltd.	27,704	$2,090,543
TSN	Tyson Foods, Inc.	29,200	$1,870,844
WPM	Wheaton Precious Metals Corp.	12,100	$1,585,221
BBCQ	Bleichroeder Acquisition Corp. II	118,170	$1,184,063
INFQ	Infleqtion, Inc.	98,100	$962,361
SCCO	Southern Copper Corp/	5,380	$936,790
FBTC	Fidelity Wise Origin Bitcoin Fund	12,058	$711,783
CCJ	Cameco Corp	6,294	$683,591
MYN	Blackrock Muniyield New York Quality Fund, Inc.	71,015	$681,744
GWW	W.W. Grainger, Inc.	594	$647,941
REGN	Regeneron Pharmaceuticals, Inc.	828	$639,745
ON	On Semiconductor Corp	9,167	$567,620
AZN	Astrazeneca PLC	2,320	$457,550
ADM	Archer-Daniels-Midland Co	6,004	$436,430
SWX	Southwest Gas Holdings, Inc.	4,878	$423,898
AG	First Majestic Silver Corp	19,516	$419,203
CALM	Cal-Maine Foods Inc	5,038	$398,757
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EQIX	Equinix Inc	7,981	$6,114,722
RELY	Remitly Global, Inc.	269,415	$3,717,927
RF	Regions Financial Corp	108,617	$2,943,520
CRCL	Circle Internet Group, Inc.	37,078	$2,940,285
ADSK	Autodesk, Inc.	4,112	$1,217,193
VNOM	Viper Energy, Inc.	30,033	$1,160,174
NVO	Novo Nordisk A S	15,684	$798,001
CDE	Coeur Mining, Inc.	43,700	$779,171
BAND	Bandwidth Inc.	48,808	$754,083
CDNS	Cadence Design Systems Inc	2,260	$706,430
APP	AppLovin Corp	904	$609,133
RMBS	Rambus Inc	6,475	$594,987
PEG	Public Service Enterprise Group Inc	6,327	$508,058
FPI	Farmland Partners Inc.	49,741	$481,990
MDB	MongoDB, Inc.	1,148	$481,804
O	Realty Income Corp	7,027	$396,111
VZLA	Vizsla Silver Corp.	68,650	$375,515
WDAY	Workday, Inc.	1,740	$373,717
AHR	American Healthcare REIT, Inc.	7,488	$352,385
IBKR	Interactive Brokers Group, Inc.	5,359	$344,637
SF	Stifel Financial Corp	2,707	$338,970
BUD	Anheuser-Busch InBev SA/NV	5,279	$338,067
CAH	Cardinal Health Inc	1,524	$313,182
SYF	Synchrony Financial	3,735	$311,611
MPT	Medical Properties Trust Inc	61,926	$309,630
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

390 tracked positions · $979,897,992 total · filing declares 690 positions · $1,905,554,580 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 390 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	89,222	-28,749	$58,024,635	−27.9%	5.92%
AAPL	Apple Inc. Technology	Reduced	198,303	-35,764	$50,327,318	−20.9%	5.14%
NVDA	Nvidia Corp CALL + SHARES Technology	Reduced	212,523	-64,136	$37,064,011	−28.2%	3.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	113,133	-35,642	$32,513,915	−30.2%	3.32%
CAT	Caterpillar Inc Industrials	Reduced	42,672	-2,990	$30,231,405	+15.6%	3.09%
QQQ	Invesco Qqq Trust, Series 1	Reduced	47,919	-8,915	$27,657,888	−20.8%	2.82%
MSFT	Microsoft Corp Technology	Reduced	68,941	-14,773	$25,519,889	−37.0%	2.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	111,377	-33,274	$23,196,487	−30.5%	2.37%
BX	Blackstone Inc. Financial Services	Reduced	193,739	-26,037	$22,278,047	−34.2%	2.27%
AVGO	Broadcom Inc. Technology	Reduced	54,406	-11,715	$16,839,201	−26.4%	1.72%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	51,445	-4,486	$15,133,061	−16.0%	1.54%
PANW	Palo Alto Networks Inc Technology	Reduced	87,716	-1,239	$14,062,629	−14.2%	1.44%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	30,590	-1,032	$11,942,641	−19.4%	1.22%
URI	United Rentals, Inc. Industrials	Added	16,162	+269	$11,774,986	−8.5%	1.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	11,623	-4,444	$11,581,505	−16.4%	1.18%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	30,633	-7,980	$11,387,817	−34.4%	1.16%
GLD	Spdr Gold Trust	Reduced	26,416	-17,565	$11,366,540	−34.8%	1.16%
AVO	Mission Produce, Inc. Consumer Defensive	Reduced	813,040	-3,000	$11,187,430	+18.2%	1.14%
CVX	Chevron Corp Energy	Added	51,642	+10,111	$10,684,729	+68.8%	1.09%
ABBV	AbbVie Inc. Healthcare	Added	47,509	+11,057	$10,332,732	+24.1%	1.05%
LLY	ELI LILLY & Co Healthcare	Reduced	10,917	-2,740	$10,041,129	−31.6%	1.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	19,350	-4,380	$9,272,520	−22.3%	0.95%
GLDM	World Gold Trust	Added	90,138	+15,976	$8,354,891	+32.0%	0.85%
BTU	Peabody Energy Corp Energy	Added	250,758	+15,217	$8,262,476	+18.1%	0.84%
FTNT	Fortinet, Inc. Technology	Added	100,445	+2,339	$8,208,365	+5.4%	0.84%
JNJ	Johnson & Johnson Healthcare	Added	30,779	+237	$7,523,618	+19.0%	0.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	51,841	+9,522	$7,487,914	+23.5%	0.76%
META	Meta Platforms, Inc. Communication Services	Reduced	13,038	-8,480	$7,459,430	−47.5%	0.76%
XOM	ExxonMobil Holdings Corp Energy	Reduced	43,607	-634	$7,398,363	+39.0%	0.76%
MRK	Merck & Co., Inc. Healthcare	Reduced	58,444	-1,322	$7,030,228	+11.8%	0.72%
CSCO	Cisco Systems, Inc. Technology	Reduced	87,031	-6,903	$6,752,735	−6.7%	0.69%
AMGN	Amgen Inc Healthcare	Added	18,941	+6,356	$6,664,390	+61.8%	0.68%
V	Visa Inc. Financial Services	Reduced	21,923	-3,746	$6,626,007	−26.4%	0.68%
WMT	Walmart Inc. Consumer Defensive	Reduced	52,104	-9,891	$6,475,485	−6.2%	0.66%
ELAN	Elanco Animal Health Inc Healthcare	NEW	264,076	NEW	$6,319,338	NEW	0.64%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	18,501	-4,406	$6,252,412	−10.2%	0.64%
ETHE	Grayscale Ethereum Staking ETF	Added	358,249	+210,612	$6,115,310	+70.0%	0.62%
MA	Mastercard Inc Financial Services	Reduced	11,767	-1,377	$5,879,499	−21.6%	0.60%
GS	Goldman Sachs Group Inc Financial Services	Added	6,794	+1,073	$5,747,656	+14.3%	0.59%
NFLX	Netflix Inc Communication Services	Reduced	58,995	-3,044	$5,672,369	−2.5%	0.58%
PODD	Insulet Corp Healthcare	Reduced	26,729	-19,238	$5,608,813	−57.1%	0.57%
KO	Coca Cola Co Consumer Defensive	Reduced	73,194	-4,829	$5,566,403	+2.0%	0.57%
IDXX	Idexx Laboratories Inc /De Healthcare	Added	9,792	+9,454	$5,502,026	+2306.1%	0.56%
NEE	Nextera Energy Inc Utilities	Added	58,680	+24,699	$5,450,198	+99.8%	0.56%
PEP	Pepsico Inc Consumer Defensive	Added	34,815	+1,948	$5,406,421	+14.6%	0.55%
AMD	Advanced Micro Devices Inc Technology	Reduced	25,359	-958	$5,158,781	−8.5%	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	15,658	-985	$5,149,759	−10.1%	0.53%
SPG	Simon Property Group Inc. Real Estate	Added	26,651	+7,434	$4,971,211	+39.7%	0.51%
MS	Morgan Stanley Financial Services	Reduced	29,061	-16,856	$4,782,568	−41.3%	0.49%
TMDX	TransMedics Group, Inc. Healthcare	NEW	47,590	NEW	$4,730,921	NEW	0.48%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.