Integrated Advisors Network LLC

CIK 0001660177 · Q1 2026

13F Equity AUM

$1.9B

-15.7% QoQ

Positions

687

-17 QoQ

AUM Rank

#1,840

Top 15%

Skill Alpha (FF)

-2.0%/yr

Underperformer

Rank #5,233 · Top 64%

vs S&P -6.4%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 15.2%Top 10: 22.6%Top 20: 32.4%

IVV4.9%

SPY3.0%

BIL2.7%

AAPL2.6%

NVDA1.9%

ACWX1.6%

CAT1.6%

NDQ1.4%

VOO1.4%

MSFT1.3%

Others (677)77.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services59.9%

Technology12.7%

Industrials5.5%

Healthcare4.9%

Consumer Cyclical3.9%

Consumer Defensive3.0%

Communication Services2.9%

Energy2.6%

Other4.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 687Median: 0.04%Avg: 0.15%

0–0.5%

647(55.7%)

0.5–1%

26(16.9%)

1–3%

12(19.5%)

3–5%

2(7.9%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 650Unique: 37vs 20 funds

8.9%Low

687

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

12.1%

BANK OF AMERICA CORP /DE/

13.1%

12.5%

17.3%

12.4%

10.6%

VANGUARD CAPITAL MANAGEMENT LLC

9.5%

GEODE CAPITAL MANAGEMENT, LLC

9.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

10.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New92Increased188Decreased390Exited108

New Positions

ELAN0.3%

+264K

CORO0.3%

+181K

IJS0.3%

+43K

IJK0.3%

+50K

TMDX0.3%

+48K

VTEC0.2%

+43K

CMF0.2%

+74K

PHM0.2%

+33K

CE0.2%

+50K

STNG0.1%

+34K

Increased

BIL2.7%

+269K(+90%)

ETHE0.3%

+211K(+143%)

SDS0.6%

+139K(+1311%)

ACWX1.6%

+75K(+20%)

DHY0.0%

+55K(+129%)

CSX0.1%

+51K(+468%)

PFF0.2%

+43K(+57%)

BUXX0.1%

+40K(+82%)

MCHP0.1%

+37K(+441%)

THRO0.1%

+36K(+101%)

Decreased

JEPI0.1%

-166,767(-89%)

SCHD1.0%

-157,211(-20%)

IUSV0.2%

-142,414(-80%)

SCHG0.4%

-101,345(-28%)

BND0.1%

-98,240(-87%)

SCHV0.4%

-90,884(-25%)

XLK0.6%

-83,305(-48%)

EFA0.1%

-72,678(-76%)

BKLN0.0%

-68,784(-71%)

SCHA0.2%

-68,508(-31%)

Exited

-149,486

-7,981

-153,561

-269,415

-108,421

-8,223

-37,078

-108,617

MGC

-9,602

AKRE

-35,716

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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