Danielle Tyler
Integrated Advisors Network Llc
Assets Managed
$1.906B
Holdings
687
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-15.69%(2Q avg: -10.38%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Integrated Advisors Network Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 687 positions.
Assets under management
The assets under management (AUM) of Integrated Advisors Network Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.906B in assets, with a quarterly growth rate of -15.69% and a 2-quarter average growth rate of -10.38%. The portfolio is managed by Danielle Tyler, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IVV Ishares Core S&p 500 Etf
| 4.86% | $92.549M 141,684 shares@ $653.21 avg price | Decreased -18.99% |
SPY Spdr S&p 500 Etf Trust
| 3.05% | $58.025M 89,222 shares@ $650.35 avg price | Decreased -24.36% |
BIL Spdr Bloomberg 1-3 Month T-b
| 2.74% | $52.159M 569,175 shares@ $91.65 avg price | Increased 89.9% |
AAPL Apple Inc
| 2.65% | $50.327M 198,303 shares@ $253.79 avg price | Decreased -15.27% |
NVDA Nvidia Corp
| 1.95% | $37.064M 212,523 shares@ $174.41 avg price | Decreased -23.18% |
ACWX Ishares Msci Acwi Ex Us Etf
| 1.64% | $31.225M 456,042 shares@ $68.48 avg price | Increased 19.71% |
CAT Caterpillar Inc
| 1.59% | $30.231M 42,672 shares@ $708.46 avg price | Decreased -6.54% |
QQQ Invesco Qqq Trust Series 1
| 1.46% | $27.658M 47,919 shares@ $577.18 avg price | Decreased -15.68% |
VOO Vanguard S&p 500 Etf
| 1.39% | $26.426M 44,224 shares@ $597.55 avg price | Decreased -14.37% |
MSFT Microsoft Corp
| 1.34% | $25.52M 68,941 shares@ $370.17 avg price | Decreased -17.64% |
1-10 of 687