Portfolio (Quarterly)
Guide ↗
Investor's Fiduciary Advisor Network, LLC
· CIK 0002044901| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | RTH | VANECK ETF TRUST | — | 910 | $228K | 0.07% | SOLD |
| 62 | XLF | SELECT SECTOR SPDR TR | — | 4,471 | $220K | 0.07% | SOLD |
| 63 | REET | ISHARES TR | — | 8,705 | $218K | 0.07% | SOLD |
| 64 | USCI | UNITED STS COMMODITY INDEX F | Financial Services | 2,285 | $217K | 0.07% | SOLD |
| 65 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 3,737 | $215K | 0.07% | SOLD |
| 66 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,239 | $214K | 0.07% | SOLD |
| 67 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 7,007 | $210K | 0.06% | SOLD |
| 68 | TLH | ISHARES TR | — | 2,064 | $207K | 0.06% | SOLD |
| 69 | BLV | VANGUARD BD INDEX FDS | — | 2,968 | $204K | 0.06% | SOLD |
| 70 | PANW | PALO ALTO NETWORKS INC | Technology | 1,269 | $203K | 0.06% | SOLD |
| 71 | TSLX | SIXTH STREET SPECIALTY LENDI | Financial Services | 10,898 | $200K | 0.06% | SOLD |
| 72 | IVVD | INVIVYD INC | Healthcare | 17,020 | $22K | 0.01% | 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%