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| Integrated Advisors Network LLC
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|---|---|
| CRD # | 171991 |
| SEC # | 801-96203 |
| CIK # | 0001660177 |
| AUM | $4.2 BB (2024-07-30) |
| Employees | 90 (91% Investors, 13% Brokers) |
| Phone | 855-729-4222 |
| Address | 8117 Preston Rd Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 55.1 | |
| NVDA | 399,550.0 | 54.8 | |
| MSFT | 1,918,222.4 | 44.5 | |
| AMZN | 1,092,997.8 | 30.9 | |
| GOOGL | 1,475,138.5 | 28.3 | |
| CAT | 99,975.7 | 19.3 | |
| AVGO | 201,282.9 | 16.8 | |
| PANW | 49,011.6 | 15.3 | |
| JPM | 340,169.2 | 15.2 | |
| EXPI | 1,812.0 | 14.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,085 | 1.7 |
| (b) Individuals (high net worth individuals) | 698 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.0 |
| (h) Charitable organizations | 43 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 170 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 11,998 | 4.2 |
| By Discretionary | ||
| Discretionary | 11,460 | 3.9 |
| Non-Discretionary | 538 | 0.3 |
| Total | 11,998 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 11,998 | 4.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001660177] |
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