Investor's Fiduciary Advisor Network, LLC Portfolio Holdings
Q3 2025•211 long positions•$276.8M portfolio value
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Holding218 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $18.4M 6.65% | -$169.4K Sold | 0.0% 35.6K shares | 35.9K → 35.6K −$169.4K | -0.91% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $15.2M 5.48% | -$97.0K Sold | 0.0% 59.6K shares | 60.0K → 59.6K −$97.0K | -0.64% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $12.8M 4.62% | -$456.7K Sold | — 468.8K shares | 485.5K → 468.8K −$456.7K | -3.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.6M 3.84% | -$91.3K Sold | — 17.7K shares | 17.9K → 17.7K −$91.3K | -0.85% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $6.2M 2.23% | -$35.6K Sold | 0.0% 28.1K shares | 28.2K → 28.1K −$35.6K | -0.57% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.6M 2.03% | -$108.1K Sold | — 28.9K shares | 29.5K → 28.9K −$108.1K | -1.89% | — — | Q4 2024 Held for 11 months | |
REIT - Retail Real Estate | $5.2M 1.88% | +$17.9K Bought | 0.009% 85.5K shares | 85.2K → 85.5K +$17.9K | +0.35% | $55.6B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.1M 1.83% | -$66.2K Sold | — 36.0K shares | 36.5K → 36.0K −$66.2K | -1.29% | — — | Q4 2024 Held for 11 months | |
Agricultural - Machinery Industrials | $4.9M 1.75% | -$25.8K Sold | 0.002% 10.2K shares | 10.2K → 10.2K −$25.8K | -0.53% | $223.53B Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $4.7M 1.7% | +$4.7M New | 0.0% 9.4K shares | 0 → 9.4K +$4.7M | New | $1.08T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $4.6M 1.66% | +$182.9K Bought | — 50.0K shares | 48.0K → 50.0K +$182.9K | +4.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 1.35% | -$37.3K Sold | — 35.8K shares | 36.2K → 35.8K −$37.3K | -0.99% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $3.7M 1.34% | -$678.3K Sold | 0.0% 11.2K shares | 13.3K → 11.2K −$678.3K | -15.51% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $3.5M 1.26% | -$123.6K Sold | 0.001% 10.2K shares | 10.6K → 10.2K −$123.6K | -3.42% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $3.3M 1.17% | -$408.4K Sold | 0.0% 17.4K shares | 19.6K → 17.4K −$408.4K | -11.16% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 1.17% | +$9.3K Bought | — 11.5K shares | 11.5K → 11.5K +$9.3K | +0.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.08% | +$37.2K Bought | — 68.2K shares | 67.4K → 68.2K +$37.2K | +1.26% | — — | Q4 2024 Held for 11 months | |
Medical - Care Facilities Healthcare | $3.0M 1.07% | -$3.3K Sold | 0.03% 17.2K shares | 17.2K → 17.2K −$3.3K | -0.11% | $10.0B Mid Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.06% | -$107.2K Sold | — 10.0K shares | 10.4K → 10.0K −$107.2K | -3.53% | — — | Q4 2024 Held for 11 months | |
REIT - Retail Real Estate | $2.8M 1.02% | +$2.3K Bought | 0.035% 66.4K shares | 66.4K → 66.4K +$2.3K | +0.08% | $8.0B Mid Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $2.8M 0.996% | -$18.7K Sold | 0.001% 32.9K shares | 33.1K → 32.9K −$18.7K | -0.67% | $209.64B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 0.946% | -$14.9K Sold | — 5.5K shares | 5.5K → 5.5K −$14.9K | -0.56% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.6M 0.936% | -$85.2K Sold | 0.0% 10.6K shares | 11.0K → 10.6K −$85.2K | -3.18% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
REIT - Specialty Real Estate | $2.5M 0.898% | -$575.2K Sold | 0.008% 24.4K shares | 30.0K → 24.4K −$575.2K | -18.79% | $30.1B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $2.4M 0.885% | +$205.1K Bought | 0.001% 15.8K shares | 14.5K → 15.8K +$205.1K | +9.14% | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.868% | -$119.0K Sold | — 19.1K shares | 20.0K → 19.1K −$119.0K | -4.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 0.845% | -$113.6K Sold | — 32.2K shares | 33.8K → 32.2K −$113.6K | -4.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 0.843% | +$226.1K Bought | — 88.6K shares | 80.0K → 88.6K +$226.1K | +10.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.804% | +$38.2K Bought | — 11.9K shares | 11.7K → 11.9K +$38.2K | +1.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.781% | +$7.2K Bought | — 16.5K shares | 16.4K → 16.5K +$7.2K | +0.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.771% | +$608.5K Bought | — 48.3K shares | 34.5K → 48.3K +$608.5K | +39.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.765% | -$85.1K Sold | — 20.5K shares | 21.4K → 20.5K −$85.1K | -3.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.747% | +$102.2K Bought | — 36.2K shares | 34.4K → 36.2K +$102.2K | +5.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.738% | +$97.0K Bought | — 35.5K shares | 33.8K → 35.5K +$97.0K | +4.99% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.736% | +$44.5K Bought | — 34.0K shares | 33.3K → 34.0K +$44.5K | +2.23% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $2.0M 0.709% | +$33.3K Bought | 0.0% 2.1K shares | 2.1K → 2.1K +$33.3K | +1.73% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.653% | -$93.8K Sold | — 15.0K shares | 15.8K → 15.0K −$93.8K | -4.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.652% | -$26.0K Sold | — 38.9K shares | 39.5K → 38.9K −$26.0K | -1.42% | — — | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $1.7M 0.615% | — | 0.0% 2.2K shares | — | — | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.604% | -$75.8K Sold | — 22.5K shares | 23.5K → 22.5K −$75.8K | -4.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.604% | -$138.6K Sold | — 8.0K shares | 8.7K → 8.0K −$138.6K | -7.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.603% | -$143.3K Sold | — 34.7K shares | 37.7K → 34.7K −$143.3K | -7.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.594% | -$38.2K Sold | — 27.8K shares | 28.4K → 27.8K −$38.2K | -2.27% | — — | Q4 2024 Held for 11 months | |
Agricultural - Machinery Industrials | $1.5M 0.553% | -$4.1K Sold | 0.001% 3.3K shares | 3.4K → 3.3K −$4.1K | -0.27% | $123.61B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.551% | -$76.8K Sold | — 19.5K shares | 20.5K → 19.5K −$76.8K | -4.79% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $1.5M 0.55% | -$4.2K Sold | 0.0% 13.5K shares | 13.5K → 13.5K −$4.2K | -0.27% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.53% | -$135.1K Sold | — 33.8K shares | 36.9K → 33.8K −$135.1K | -8.43% | — — | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $1.5M 0.528% | -$15.7K Sold | 0.001% 15.4K shares | 15.6K → 15.4K −$15.7K | -1.06% | $104.25B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.508% | +$56.1K Bought | — 59.9K shares | 57.5K → 59.9K +$56.1K | +4.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.501% | +$49.9K Bought | — 4.2K shares | 4.1K → 4.2K +$49.9K | +3.73% | — — | Q4 2024 Held for 11 months |
