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Livermore
Livermore
ZHEN

Integrated Advisors Network LLC

SEC CIK
0001660177
Latest filing
Aug 11, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 2, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
655
+36 vs. Q4 2021
Portfolio value
$1.71B
+$10.1M (+0.6%) vs. Q4 2021
Filed
May 2, 2022
SEC
Holdings of Integrated Advisors Network LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY48,721$1.35M0.1%+5,605+13.0%Added–
PYPLPayPal Holdings, Inc.Stock11,740$1.36M0.1%+4,435+60.7%AddedHistory
ProShares Tr74347X633ULTRA FNCLS NEW21,541$1.36M0.1%+21,541New–
Schwab International Equity ETF808524805ETF37,132$1.36M0.1%−561−1.5%Reduced–
MOAltria Group, Inc.Stock26,157$1.37M0.1%+6,767+34.9%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF2,807$1.38M0.1%+349+14.2%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF20,082$1.38M0.1%+11,517+134.5%Added–
IBMInternational Business Machines CorpStock10,690$1.39M0.1%+2,609+32.3%AddedHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH12,130$1.39M0.1%+1,634+15.6%Added–
DEDeere & CoStock3,367$1.40M0.1%+76+2.3%AddedHistory
PLDPrologis, Inc.REIT8,721$1.41M0.1%+4,634+113.4%AddedHistory
PMPhilip Morris International Inc.Stock15,209$1.43M0.1%+4,075+36.6%AddedHistory
NVONovo Nordisk A SADR12,945$1.44M0.1%+12,945NewHistory
GSBDGoldman Sachs BDC, Inc.SHS73,400$1.44M0.1%+73,400NewHistory
BLKBlackRock, Inc.COM1,897$1.45M0.1%−4,841−71.8%ReducedHistory
COHRCoherent Corp.COM19,986$1.45M0.1%+977+5.1%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF10,852$1.46M0.1%−4,421−28.9%Reduced–
DHRDanaher CorpStock5,020$1.47M0.1%+391+8.4%AddedHistory
EDConsolidated Edison IncStock15,703$1.49M0.1%00.0%UnchangedHistory
ProShares Tr74347R735PSHS ULT HLTHCRE14,863$1.52M0.1%−13,119−46.9%Reduced–
AGFirst Majestic Silver CorpCOM117,652$1.55M0.1%−26,328−18.3%ReducedHistory
American Centy ETF Tr025072687AVANTIS SHFXDINC32,602$1.55M0.1%+4,176+14.7%Added–
NEENextera Energy IncStock18,541$1.57M0.1%+1,239+7.2%AddedHistory
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV72,842$1.59M0.1%+7,751+11.9%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF67,084$1.59M0.1%+54,491+432.7%Added–
First Tr Exchange-Traded FD33734X838INDXX NAT RE ETF97,192$1.61M0.1%+2,572+2.7%Added–
TAT&T Inc.Stock68,390$1.62M0.1%+7,280+11.9%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF21,448$1.63M0.1%+10,925+103.8%Added–
Vanguard Morningstar Growth ETF922908736ETF5,776$1.66M0.1%+282+5.1%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF21,448$1.66M0.1%−22,793−51.5%Reduced–
XYZBlock, Inc.CL A12,287$1.67M0.1%+3,541+40.5%AddedHistory
EMREmerson Electric CoStock17,129$1.68M0.1%+8,210+92.1%AddedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX33,190$1.70M0.1%−272−0.8%Reduced–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD34,636$1.72M0.1%−10,674−23.6%Reduced–
TXNTexas Instruments IncStock9,425$1.73M0.1%−15,614−62.4%ReducedHistory
COPConocoPhillipsStock17,411$1.74M0.1%+5,393+44.9%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF23,012$1.75M0.1%−130−0.6%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT11,280$1.78M0.1%+5,624+99.4%Added–
SONYSony Group CorpSPONSORED ADR17,596$1.81M0.1%+15,445+718.0%AddedHistory
GLDMWorld Gold TrustSPDR GLD MINIS47,036$1.81M0.1%+12,308+35.4%AddedConverted for a 1-for-2 splitHistory
TSCOTractor Supply CoCOM7,829$1.83M0.1%+7,829NewHistory
iShares Core S&P U.S. Growth ETF464287671ETF17,345$1.83M0.1%+375+2.2%Added–
iShares Tr464289867CORE 60 BALA ETF34,008$1.83M0.1%+1,339+4.1%Added–
MRKMerck & Co., Inc.Stock22,429$1.84M0.1%+3,195+16.6%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF31,957$1.84M0.1%+13,902+77.0%Added–
KKRKKR & Co. Inc.COM31,476$1.84M0.1%+580+1.9%AddedHistory
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF86,872$1.84M0.1%+2,195+2.6%Added–
Tidal Trust I886364645SONICSHARES GBL53,387$1.84M0.1%+53,387New–
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL40,510$1.85M0.1%+8,037+24.7%Added–
NFGCNew Found Gold Corp.COM304,090$1.86M0.1%+26,150+9.4%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 15,369$1.86M0.1%−524−8.9%ReducedHistory
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH12,539$1.87M0.1%+5,509+78.4%Added–
NSCNorfolk Southern CorpStock6,562$1.87M0.1%+363+5.9%AddedHistory
LLYEli Lilly & CoStock6,591$1.89M0.1%−10,195−60.7%ReducedHistory
ProShares Tr74347R206PSHS ULTRA QQQ26,339$1.89M0.1%−27,314−50.9%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF8,928$1.90M0.1%−637−6.7%Reduced–
iShares Inc464286319EM MKTS DIV ETF58,365$1.91M0.1%+51,800+789.0%Added–
RMORomeo Power, Inc.COM1,303,748$1.94M0.1%−2,000−0.2%ReducedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT39,751$1.95M0.1%−6,707−14.4%Reduced–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF8,777$1.96M0.1%−352−3.9%Reduced–
INTCIntel CorpStock39,585$1.96M0.1%−905−2.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock3,329$1.97M0.1%−269−7.5%ReducedHistory
FCXFreeport-McMoran IncStock39,821$1.98M0.1%+7,994+25.1%AddedHistory
Schwab US Tips ETF808524870ETF34,718$2.11M0.1%+2,918+9.2%Added–
Vanguard Star FDS921909768VG TL INTL STK F35,551$2.12M0.1%−2,029−5.4%Reduced–
FSKFS KKR Capital CorpCOM93,155$2.13M0.1%−2,346−2.5%ReducedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF19,351$2.13M0.1%+8,610+80.2%Added–
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI20,255$2.15M0.1%+9,105+81.7%Added–
IAUiShares Gold TrustETF58,826$2.17M0.1%+22,468+61.8%AddedHistory
NKENIKE, Inc.Stock16,105$2.17M0.1%+1,735+12.1%AddedHistory
iShares Core S&P US Value ETF464287663ETF28,610$2.17M0.1%−176,948−86.1%Reduced–
SBUXStarbucks CorpStock23,933$2.18M0.1%+2,535+11.8%AddedHistory
iShares U.S. Medical Devices ETF464288810ETF35,819$2.18M0.1%+4,427+14.1%Added–
Fidelity MSCI Health Care Index ETF316092600ETF33,356$2.19M0.1%−2,816−7.8%Reduced–
ProShares Tr74348A467S&P 500 DV ARIST23,156$2.20M0.1%−55,998−70.7%Reduced–
DDominion Energy, IncStock25,973$2.21M0.1%−1,509−5.5%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF25,219$2.22M0.1%−186−0.7%Reduced–
iShares Core MSCI Total International Stock ETF46432F834ETF33,448$2.23M0.1%+2,976+9.8%Added–
BXSLBlackstone Secured Lending FundCOMMON STOCK80,084$2.23M0.1%+80,084NewHistory
HCAHCA Healthcare, Inc.COM9,077$2.27M0.1%+4,085+81.8%AddedHistory
WMTWalmart Inc.Stock15,353$2.29M0.1%+654+4.4%AddedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF48,131$2.39M0.1%+48,131New–
iShares Tr464287150CORE S&P TTL STK23,883$2.41M0.1%+11,336+90.3%Added–
First Trust Dow Jones Internet Index Fund33733E302ETF13,267$2.49M0.1%+7,742+140.1%Added–
iShares Tr464287689RUSSELL 3000 ETF9,631$2.53M0.1%00.0%Unchanged–
CHGGChegg, IncCOM69,702$2.53M0.1%+62+0.1%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF21,805$2.64M0.2%−10,636−32.8%Reduced–
MGAMagna International IncCOM41,584$2.67M0.2%+2,340+6.0%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF29,365$2.69M0.2%−1,972−6.3%Reduced–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF141,392$2.69M0.2%+90,742+179.2%Added–
iShares Tr46429B655FLTG RATE NT ETF53,565$2.71M0.2%+53,565New–
VanEck Morningstar Wide Moat ETF92189F643ETF36,542$2.73M0.2%+8,499+30.3%Added–
iShares Tr464288281JPMORGAN USD EMG28,179$2.75M0.2%+7,118+33.8%Added–
BWABorgwarner IncCOM72,704$2.83M0.2%+3,629+5.3%AddedHistory
ABTAbbott LaboratoriesStock24,022$2.84M0.2%−5,971−19.9%ReducedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF34,765$2.85M0.2%+955+2.8%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF33,243$2.86M0.2%+225+0.7%Added–
CVSCVS Health CorpStock28,508$2.88M0.2%+15,941+126.8%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF15,669$2.90M0.2%−17,194−52.3%Reduced–
MSMorgan StanleyStock33,193$2.90M0.2%+8,186+32.7%AddedHistory

Sold out since Q4 2021 (61)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Integrated Advisors Network LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
iShares Tr46435G474FALN ANGLS USD600,664$18.0M1.1%–
VanEck ETF Trust92189F411BDC INCOME ETF287,360$4.95M0.3%–
CFCF Industries Holdings, Inc.COM64,818$4.59M0.3%History
iShares Tr464287713US TELECOM ETF103,828$3.42M0.2%–
CFGCitizens Financial Group IncCOM70,393$3.33M0.2%History
MDCSekisui House U.S., Inc.COM58,300$3.25M0.2%History
MSMMSC Industrial Direct Co IncCL A36,284$3.05M0.2%History
NVGNuveen AMT-Free Municipal Credit Income FundCEF91,023$1.63M0.1%History
NADNuveen Quality Municipal Income FundCOM92,316$1.49M0.1%History
HUMHumana IncStock2,671$1.24M0.1%History
KLACKLA CorpCOM NEW2,585$1.11M0.1%History
IQVIQVIA Holdings Inc.Stock3,762$1.06M0.1%History
RJFRaymond James Financial IncCOM10,549$1.06M0.1%History
AJGArthur J. Gallagher & Co.COM6,226$1.06M0.1%History
PHMPultegroup IncCOM17,535$1.00M0.1%History
VACMarriott Vacations Worldwide CorpCOM5,909$998.0K0.1%History
HZNPHorizon Therapeutics Public Ltd CoSHS9,084$979.0K0.1%History
iShares Tr464287556ISHARES BIOTECH6,375$973.0K0.1%–
TOLToll Brothers, Inc.COM12,454$902.0K0.1%History
KBHKB HomeCOM20,015$895.0K0.1%History
HIHillenbrand, Inc.COM17,084$888.0K0.1%History
VanEck Semiconductor ETF92189F676ETF2,824$872.0K0.1%–
SNOWSnowflake Inc.Stock2,544$862.0K0.1%History
DPZDominos Pizza IncCOM1,472$831.0K<0.1%History
iShares Tr464288752US HOME CONS ETF9,818$814.0K<0.1%–
BLMNBloomin' Brands, Inc.COM37,574$788.0K<0.1%History
iShares Tr46428743220 YR TR BD ETF2,919$433.0K<0.1%–
ARK ETF Tr00214Q302GENOMIC REV ETF6,440$394.0K<0.1%–
SYFSynchrony FinancialCOM8,003$371.0K<0.1%History
OMCLOmnicell, Inc.COM2,026$366.0K<0.1%History
WDAYWorkday, Inc.CL A1,330$363.0K<0.1%History
Global X FDS37954Y442CLOUD COMPUTNG12,979$344.0K<0.1%–
VanEck ETF Trust92189F684RETAIL ETF1,739$339.0K<0.1%–
ProShares Tr74347B698RUSS 2000 DIVD5,063$339.0K<0.1%–
VanEck Vectors ETF Tr92189F817VIETNAM ETF15,430$328.0K<0.1%–
WisdomTree Tr97717X628FLOATNG RAT TREA12,800$321.0K<0.1%–
iShares Inc464286822MSCI MEXICO ETF5,764$292.0K<0.1%–
PTCPTC Inc.Stock2,326$282.0K<0.1%History
GTLSChart Industries IncCOM1,744$278.0K<0.1%History
ETF Managers Tr26924G102PRIME JUNIR SLVR22,300$278.0K<0.1%–
PLXPPLx Pharma Winddown Corp.COM34,210$274.0K<0.1%History
BENFranklin Templeton IncCOM8,102$271.0K<0.1%History
IRTIndependence Realty Trust, Inc.COM10,445$270.0K<0.1%History
iShares U S ETF Tr46431W580INFLATION HEDG8,766$268.0K<0.1%–
HCATHealth Catalyst, Inc.COM6,771$268.0K<0.1%History
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF10,060$261.0K<0.1%–
DBAInvesco DB Agriculture FundAGRICULTURE FD11,701$231.0K<0.1%History
INMDInMode Ltd.SHS3,110$220.0K<0.1%History
VanEck ETF Trust92189F460CEF MUNI INCOME7,333$217.0K<0.1%–
BLDRBuilders FirstSource, Inc.Stock2,521$216.0K<0.1%History
YUMYum Brands IncStock1,519$211.0K<0.1%History
WYWeyerhaeuser CoCOM NEW5,043$208.0K<0.1%History
ALKAlaska Air Group, Inc.COM3,908$204.0K<0.1%History
CLColgate Palmolive CoStock2,370$202.0K<0.1%History
DHIHorton D R IncCOM1,860$202.0K<0.1%History
ASGLiberty All Star Growth Fund Inc.COM13,530$122.0K<0.1%History
HIMSHims & Hers Health, Inc.Stock11,000$72.0K<0.1%History
DNNDenison Mines Corp.COM40,000$55.0K<0.1%History
NXENexGen Energy Ltd.COM12,000$52.0K<0.1%History
CUENCuentas Inc.COM NEW24,888$33.0K<0.1%History
Emx Rty Corp26873J107COM10,000$23.0K<0.1%–