Portfolio (Quarterly)
Guide ↗
Investor's Fiduciary Advisor Network, LLC
· CIK 0002044901| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IWR | ISHARES TR | — | 5,296 | $509K | 0.11% | SOLD |
| 22 | GLDM | WORLD GOLD TR | Financial Services | 5,952 | $508K | 0.11% | SOLD |
| 23 | FANG | DIAMONDBACK ENERGY INC | Energy | 3,236 | $486K | 0.10% | SOLD |
| 24 | MKL | MARKEL GROUP INC | Financial Services | 208 | $447K | 0.10% | SOLD |
| 25 | IWP | ISHARES TR | — | 3,079 | $421K | 0.09% | SOLD |
| 26 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,710 | $414K | 0.09% | SOLD |
| 27 | SGOV | ISHARES TR | — | 4,125 | $414K | 0.09% | SOLD |
| 28 | LINE | LINEAGE INC | Real Estate | 11,553 | $404K | 0.09% | SOLD |
| 29 | SPHY | SPDR SERIES TRUST | — | 15,375 | $363K | 0.08% | SOLD |
| 30 | IOO | ISHARES TR | — | 2,847 | $360K | 0.08% | SOLD |
| 31 | FGDL | FRANKLIN TEMPLETON HOLDINGS | Financial Services | 5,795 | $333K | 0.07% | SOLD |
| 32 | EMB | ISHARES TR | — | 2,944 | $283K | 0.06% | SOLD |
| 33 | MA | MASTERCARD INCORPORATED | Financial Services | 449 | $256K | 0.06% | SOLD |
| 34 | DIS | DISNEY WALT CO | Communication Services | 2,239 | $254K | 0.05% | SOLD |
| 35 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 4,771 | $233K | 0.05% | SOLD |
| 36 | — | VIKING HOLDINGS LTD | — | 3,249 | $232K | 0.05% | SOLD |
| 37 | FLQM | FRANKLIN TEMPLETON ETF TR | — | 4,114 | $231K | 0.05% | SOLD |
| 38 | TLT | ISHARES TR | — | 2,603 | $226K | 0.05% | SOLD |
| 39 | TGRW | T ROWE PRICE ETF INC | — | 4,551 | $209K | 0.04% | SOLD |
| 40 | URI | UNITED RENTALS INC | Industrials | 256 | $207K | 0.04% | SOLD |
Sector Allocation
Technology
28.5%
Financial Services
16.1%
Industrials
11.2%
Healthcare
10.9%
Consumer Cyclical
7.3%
Real Estate
6.2%
Consumer Defensive
5.7%
Communication Services
5.4%
Energy
4.7%
Utilities
3.8%