Integrated Advisors Network LLC

CIK

1660177

Location

DALLAS, TX

Portfolio Value

Small $976,601,484

Diversification

Diversified

Filing Date

Global Rank

#1,529 / 8,232 ▼ 34

Top Industry

Semiconductors 10.2%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.3%

SPY

+76.3%

Annualised alpha

-2.3%

Max drawdown

−20.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.9%

−1.0 pts

Top 5

20.8%

−2.9 pts

Top 10

32.4%

−4.5 pts

HHI

157

Diversified−34

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.0%	$244,246,547	54
Unclassified	13.0%	$127,286,834	18
Financial Services	11.5%	$112,289,506	61
Industrials	10.8%	$105,249,139	52
Healthcare	9.6%	$93,620,231	43
Consumer Cyclical	7.6%	$74,193,390	42
Consumer Defensive	6.0%	$58,142,235	21
Energy	5.1%	$49,698,119	25
Communication Services	4.8%	$46,565,435	12
Basic Materials	2.6%	$25,175,020	25
Utilities	2.2%	$21,859,024	16
Real Estate	1.9%	$18,276,004	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	$468,235
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
T	At&T Inc.	−34,961	46,026	$1,334,293
GOOGL	Alphabet Inc.	−33,640	86,548	$24,887,742
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	$925,682
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
BUD	Anheuser-Busch InBev SA/NV	5,279	$338,067
CAH	Cardinal Health Inc	1,524	$313,182
JHG	Janus Henderson Group PLC	6,581	$313,058
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

388 positions · $976,601,484 total · 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 388 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%	5.94%
AAPL	Apple Inc. Technology	Reduced	198,303	-35,764	$50,327,318	−20.9%	5.15%
NVDA	Nvidia Corp Technology	Reduced	212,523	-64,136	$37,064,011	−28.2%	3.80%
CAT	Caterpillar Inc Industrials	Reduced	42,672	-2,990	$30,231,405	+15.6%	3.10%
QQQ	Invesco Qqq Trust, Series 1	Reduced	47,919	-8,915	$27,657,888	−20.8%	2.83%
MSFT	Microsoft Corp Technology	Reduced	68,941	-14,773	$25,519,889	−37.0%	2.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	86,548	-33,640	$24,887,742	−33.8%	2.55%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	111,377	-33,274	$23,196,487	−30.5%	2.38%
BX	Blackstone Inc. Financial Services	Reduced	193,739	-26,037	$22,278,047	−34.2%	2.28%
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%	1.55%
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%	1.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	11,623	-4,444	$11,581,505	−16.4%	1.19%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	30,633	-7,980	$11,387,817	−34.4%	1.17%
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%	1.15%
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%	1.06%
LLY	ELI LILLY & Co Healthcare	Reduced	10,917	-2,740	$10,041,129	−31.6%	1.03%
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%	0.86%
BTU	Peabody Energy Corp Energy	Added	250,758	+15,217	$8,262,476	+18.1%	0.85%
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%	0.77%
META	Meta Platforms, Inc. Communication Services	Reduced	13,038	-8,480	$7,459,430	−47.5%	0.76%
XOM	Exxon Mobil 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	0.65%
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%	0.63%
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%
HON	Honeywell International Inc Industrials	Added	21,785	+388	$4,924,063	+18.0%	0.50%
MS	Morgan Stanley Financial Services	Reduced	29,061	-16,856	$4,782,568	−41.3%	0.49%