Portfolio (Quarterly)
Guide ↗
Investor's Fiduciary Advisor Network, LLC
· CIK 0002044901| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,772 | $363K | 0.11% | SOLD |
| 42 | IUSV | ISHARES TR | — | 3,486 | $356K | 0.11% | SOLD |
| 43 | — | BLACKROCK ETF TRUST | — | 6,093 | $336K | 0.10% | SOLD |
| 44 | BDX | BECTON DICKINSON & CO | Healthcare | 2,081 | $327K | 0.10% | SOLD |
| 45 | RSG | REPUBLIC SVCS INC | Industrials | 1,484 | $325K | 0.10% | SOLD |
| 46 | GRNB | VANECK ETF TRUST | — | 13,123 | $314K | 0.10% | SOLD |
| 47 | GIS | GENERAL MILLS INC | Consumer Defensive | 8,286 | $308K | 0.09% | SOLD |
| 48 | CPNG | COUPANG INC | Consumer Cyclical | 16,250 | $306K | 0.09% | SOLD |
| 49 | EFA | ISHARES TR | — | 3,064 | $297K | 0.09% | SOLD |
| 50 | OMFL | INVESCO EXCH TRD SLF IDX FD | — | 4,841 | $291K | 0.09% | SOLD |
| 51 | CEG | CONSTELLATION ENERGY CORP | Utilities | 1,014 | $283K | 0.09% | SOLD |
| 52 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 163 | $281K | 0.09% | SOLD |
| 53 | NUMV | NUSHARES ETF TR | — | 7,051 | $273K | 0.08% | SOLD |
| 54 | ITOT | ISHARES TR | — | 1,901 | $270K | 0.08% | SOLD |
| 55 | AZO | AUTOZONE INC | Consumer Cyclical | 79 | $266K | 0.08% | SOLD |
| 56 | GLD | SPDR GOLD TR | Financial Services | 620 | $266K | 0.08% | SOLD |
| 57 | EFAV | ISHARES TR | — | 2,767 | $252K | 0.08% | SOLD |
| 58 | TMUS | T-MOBILE US INC | Communication Services | 1,191 | $250K | 0.08% | SOLD |
| 59 | ANET | ARISTA NETWORKS INC | Technology | 1,978 | $242K | 0.07% | SOLD |
| 60 | IDU | ISHARES TR | — | 2,000 | $232K | 0.07% | 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%