Holdings of Investor's Fiduciary Advisor Network, LLC
236 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 28.2 % of the equity sleeve
Sector breakdown
- Technology 14.0 %
- Funds 6.0 %
- Industrials 5.5 %
- Financials 5.4 %
- Health care 4.4 %
- Consumer discretionary 3.6 %
- Consumer staples 2.8 %
- Communication 2.7 %
- Real estate 2.3 %
- Utilities 1.4 %
- Energy 0.7 %
- Materials 0.1 %
- Unattributed 51.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 235 | 302.8K $ | 99.82 % |
| 2 | TW | 1 | 552 $ | 0.18 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | Corteva Inc | 3,145 | 263 $ | |
| 202 | US Bancorp | 5,028 | 261 $ | |
| 203 | Vanguard Information Technology ETF | 375 | 261 $ | |
| 204 | Cummins Inc | 474 | 254 $ | |
| 205 | VANGUARD WORLD FUND | 1,077 | 254 $ | |
| 206 | Vanguard International Equity Index Funds | 4,698 | 253 $ | |
| 207 | iShares Trust | 1,183 | 252 $ | |
| 208 | iShares MSCI EAFE Min Vol Factor ETF | 2,767 | 252 $ | |
| 209 | T-Mobile US Inc | 1,191 | 250 $ | |
| 210 | Cintas Corp | 1,468 | 248 $ | |
| 211 | Oracle Corp | 1,674 | 246 $ | |
| 212 | Arista Networks Inc | 1,978 | 242 $ | |
| 213 | iShares Trust | 2,000 | 232 $ | |
| 214 | T Rowe Price Group Inc | 2,567 | 231 $ | |
| 215 | GE Vernova Inc | 263 | 229 $ | |
| 216 | NextEra Energy Inc | 2,454 | 227 $ | |
| 217 | UnitedHealth Group Inc | 842 | 227 $ | |
| 218 | Western Midstream Partners LP | 5,500 | 226 $ | |
| 219 | Goldman Sachs Group Inc/The | 265 | 224 $ | |
| 220 | Entergy Corp | 1,979 | 222 $ | |
| 221 | iShares Trust | 2,213 | 221 $ | |
| 222 | Select Sector Spdr Trust | 4,471 | 220 $ | |
| 223 | iShares Trust | 8,705 | 218 $ | |
| 224 | Mondelez International Inc | 3,737 | 215 $ | |
| 225 | Marsh & McLennan Cos Inc | 1,239 | 214 $ | |
| 226 | Arthur J Gallagher & Co | 976 | 211 $ | |
| 227 | Grayscale Bitcoin Mini Trust E | 7,007 | 210 $ | |
| 228 | SCHWAB STRATEGIC TRUST | 5,460 | 208 $ | |
| 229 | iShares Trust | 2,064 | 207 $ | |
| 230 | Vanguard Bond Index Funds | 2,968 | 204 $ | |
| 231 | Palo Alto Networks Inc | 1,269 | 203 $ | |
| 232 | Qnity Electronics Inc | 1,767 | 203 $ | |
| 233 | Sixth Street Specialty Lending Inc | 10,898 | 200 $ | |
| 234 | Eaton Vance T/M Bu | 12,205 | 166 $ | |
| 235 | INFLEQTION INC | 10,031 | 98 $ | |
| 236 | Invivyd Inc | 17,020 | 22 $ | |