Integrated Advisors Network LLC

Q1 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
690
Total value ($000)
$1,905,555
Net value change ($000)
-354,752 (-15.7%)
New positions
92
Sold out positions
107
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIL 24,770 90.4%
SDS 10,564 1451.1%
ELAN 6,319 NEW
CORO 5,830 NEW
ACWX 5,651 22.1%
IWM 5,555 50.3%
IDXX 5,273 2302.6%
IJS 5,037 NEW
IJK 5,031 NEW
TMDX 4,731 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -27,258 -22.8%
SPY -22,285 -27.7%
MSFT -14,627 -36.4%
IUSV -14,613 -79.6%
NVDA -14,531 -28.2%
VYMI -13,454 -100.0%
AAPL -13,306 -20.9%
XLK -13,002 -51.8%
GOOGL -12,731 -33.8%
BX -11,598 -34.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 96 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type