Portfolio (Quarterly)
Guide ↗
Investor's Fiduciary Advisor Network, LLC
· CIK 0002044901| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | THRO | BLACKROCK ETF TRUST | — | 16,465 | $596K | 0.18% | SOLD |
| 22 | AVEM | AMERICAN CENTY ETF TR | — | 7,355 | $592K | 0.18% | SOLD |
| 23 | ALL | ALLSTATE CORP | Financial Services | 2,818 | $584K | 0.18% | SOLD |
| 24 | IEFA | ISHARES TR | — | 6,005 | $543K | 0.17% | SOLD |
| 25 | NULV | NUSHARES ETF TR | — | 11,899 | $541K | 0.17% | SOLD |
| 26 | SHLD | GLOBAL X FDS | — | 7,503 | $531K | 0.16% | SOLD |
| 27 | DMXF | ISHARES TR | — | 6,881 | $519K | 0.16% | SOLD |
| 28 | HON | HONEYWELL INTL INC | Industrials | 2,292 | $518K | 0.16% | SOLD |
| 29 | IUSG | ISHARES TR | — | 3,035 | $470K | 0.14% | SOLD |
| 30 | IAGG | ISHARES TR | — | 9,232 | $461K | 0.14% | SOLD |
| 31 | BINC | BLACKROCK ETF TRUST II | — | 8,663 | $449K | 0.14% | SOLD |
| 32 | VDC | VANGUARD WORLD FD | — | 1,992 | $447K | 0.14% | SOLD |
| 33 | RKLB | ROCKET LAB CORP | Industrials | 6,756 | $433K | 0.13% | SOLD |
| 34 | BLCR | BLACKROCK ETF TRUST | — | 10,391 | $426K | 0.13% | SOLD |
| 35 | NULG | NUSHARES ETF TR | — | 4,692 | $426K | 0.13% | SOLD |
| 36 | IWM | ISHARES TR | — | 1,570 | $389K | 0.12% | SOLD |
| 37 | SYY | SYSCO CORP | Consumer Defensive | 5,418 | $386K | 0.12% | SOLD |
| 38 | SUSB | ISHARES TR | — | 15,100 | $378K | 0.12% | SOLD |
| 39 | XEL | XCEL ENERGY INC | Utilities | 4,645 | $368K | 0.11% | SOLD |
| 40 | OWNS | TIDAL TRUST III | — | 20,998 | $364K | 0.11% | 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%