Portfolio (Quarterly)
Guide ↗
Investor's Fiduciary Advisor Network, LLC
· CIK 0002044901| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 23,875 | $1.8M | 0.56% | SOLD |
| 2 | EAGG | ISHARES TR | — | 35,905 | $1.7M | 0.52% | SOLD |
| 3 | SUSC | ISHARES TR | — | 69,754 | $1.6M | 0.49% | SOLD |
| 4 | IVE | ISHARES TR | — | 7,208 | $1.5M | 0.47% | SOLD |
| 5 | DYNF | BLACKROCK ETF TRUST | — | 25,511 | $1.5M | 0.46% | SOLD |
| 6 | GOVT | ISHARES TR | — | 54,668 | $1.3M | 0.38% | SOLD |
| 7 | IUSB | ISHARES TR | — | 26,435 | $1.2M | 0.37% | SOLD |
| 8 | USXF | ISHARES TR | — | 19,832 | $1.1M | 0.34% | SOLD |
| 9 | ESGE | ISHARES INC | — | 23,582 | $1.1M | 0.33% | SOLD |
| 10 | MBB | ISHARES TR | — | 11,140 | $1.1M | 0.32% | SOLD |
| 11 | XTEN | BONDBLOXX ETF TRUST | — | 21,353 | $979K | 0.30% | SOLD |
| 12 | MUB | ISHARES TR | — | 9,066 | $962K | 0.29% | SOLD |
| 13 | ESGD | ISHARES TR | — | 8,805 | $841K | 0.26% | SOLD |
| 14 | — | BLACKROCK ETF TRUST | — | 23,629 | $759K | 0.23% | SOLD |
| 15 | IVV | ISHARES TR | — | 1,114 | $727K | 0.22% | SOLD |
| 16 | EFV | ISHARES TR | — | 9,568 | $711K | 0.22% | SOLD |
| 17 | — | BLUEROCK PVT REAL ESTATE FD | — | 42,596 | $707K | 0.22% | SOLD |
| 18 | ACWX | ISHARES TR | — | 10,193 | $697K | 0.21% | SOLD |
| 19 | EVUS | ISHARES TR | — | 21,338 | $679K | 0.21% | SOLD |
| 20 | BAI | BLACKROCK ETF TRUST | — | 18,515 | $610K | 0.19% | SOLD |
Sector Allocation
Technology
32.1%
Financial Services
15.6%
Industrials
14.0%
Healthcare
10.8%
Consumer Cyclical
7.3%
Real Estate
5.9%
Consumer Defensive
5.0%
Energy
3.2%
Communication Services
3.1%
Utilities
2.9%