Integrated Advisors Network LLC

RIA/Wealth

Integrated Advisors Network LLC is a RIA/Wealth based in Dallas, TX led by Jeffrey James Groves, reporting $4.6B in AUM as of Q3 2025 with 51% ETF concentration.

FounderJeffrey James Groves

Portfolio Value: $2.4B
Positions: 759
Top Holding: IVV at 4.68%
Last Reported: Q3 2025

Address8117 Preston Rd, Suite 300, Dallas, TX, 75225, United States

Top Holdings

Largest long holdings in Integrated Advisors Network LLC's portfolio (21.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$111.1M	4.68%	+$1.8M Bought	— 166.0K shares	Q4 2019 Held for 5y 11m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$79.5M	3.35%	-$1.8M Sold	— 119.4K shares	Q2 2025 Held for 5 months
3 Apple AAPL	Consumer Electronics Technology	$65.7M	2.77%	+$3.0M Bought	0.00% 257.9K shares	Q1 2024 Held for 1y 8m
4 Nvidia NVDA	Semiconductors Technology	$53.9M	2.27%	-$5.5M Sold	0.00% 289.1K shares	Q3 2025 Held for 2 months
5 Microsoft MSFT	Software - Infrastructure Technology	$44.2M	1.86%	+$2.7M Bought	0.00% 85.3K shares	Q4 2023 Held for 1y 11m
6 Blackstone BX	Asset Management Financial Services	$37.0M	1.56%	-$662.6K Sold	0.03% 216.3K shares	Q2 2024 Held for 1y 5m
7 Broadcom Inc. AVGO	Semiconductors Technology	$33.9M	1.43%	+$2.3M Bought	0.00% 102.7K shares	Q3 2021 Held for 4y 2m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$32.2M	1.36%	+$449.0K Bought	0.00% 146.6K shares	Q3 2021 Held for 4y 2m
9 Invesco QQQ Trust QQQ	ETF ETF	$31.2M	1.32%	-$641.2K Sold	— 52.0K shares	Q1 2025 Held for 8 months
10 Vanguard S&P 500 ETF VOO	ETF ETF	$30.7M	1.30%	-$2.8M Sold	— 50.2K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Integrated Advisors Network LLC's latest filing

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Market Value

$2.4B

Prior: $2.2B

Q/Q Change

+7.46%

+$164.7M

Net Flows % of MV

-0.554%

Turnover Ratio

7.37%

New Purchases

37 stocks

$25.2M

Added To

326 stocks

+$134.6M

Sold Out Of

49 stocks

$44.5M

Reduced Holdings

330 stocks

-$128.5M

Increased Positions

Position	Shares Δ	Change
1 Peabody Energy BTU	New	0 → 198.0K +$5.2M
2 Bloom Energy BE	New	0 → 47.3K +$4.0M
3 FUTU Futu Holdings Limited FUTU	New	0 → 15.1K +$2.6M
4 Circle Internet Group, Inc. CRCL	New	0 → 15.8K +$2.1M
5 ETHA iShares Ethereum Trust ETHA	New	0 → 37.3K +$1.2M

Decreased Positions

Position	Shares Δ	Change
1 The Trade Desk TTD	Sold	81.1K → 0 −$5.8M
2 Cameco CCJ	Sold	75.5K → 0 −$5.6M
3 Centrus Energy LEU	Sold	20.6K → 0 −$3.8M
4 ProShares S&P MidCap 400 Dividend Aristocrats REGL	Sold	40.0K → 0 −$3.3M
5 Schrodinger SDGR	Sold	122.6K → 0 −$2.5M

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Analytics

Portfolio insights and performance metrics for Integrated Advisors Network LLC

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Sector Allocation

ETF

50.60%

Technology

15.70%

Financial Services

8.00%

Industrials

4.60%

Consumer Cyclical

4.20%

Healthcare

3.70%

Communication Services

3.10%

Consumer Defensive

2.50%

Energy

1.60%

Utilities

1.30%

Real Estate

1.10%

Basic Materials

0.60%

Market Cap Distribution

Mega Cap (> $200B)

23.17%

Large Cap ($10B - $200B)

20.52%

Mid Cap ($2B - $10B)

1.38%

Small Cap ($300M - $2B)

0.60%

Micro Cap ($50M - $300M)

0.04%

Nano Cap (< $50M)

0.11%

N/A (ETF or Unknown)

54.18%

Portfolio Concentration

Top 10 Holdings %

21.89%

Top 20 Holdings %

31.38%

Top 50 Holdings %

48.8%

Top 100 Holdings %

64.62%