Investors-Fiduciary-Advisor-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "BEPC",
  null,
  "ADBE",
  null,
  "ALL",
  "GOOGL",
  "BLK",
  "AVGO",
  "LOW",
  "DUK",
  null,
  null,
  "CLSD",
  null,
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  "UNP",
  null,
  null,
  "EMXC",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ENSG",
  "MSFT",
  "MS",
  null,
  "DLN",
  "BX",
  "EFG",
  null,
  null,
  "VHT",
  "NNN",
  null,
  "PEP",
  "IRM",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  "SLB",
  "SRE",
  "O",
  "SHEL",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "UPS",
  "VNQ",
  "VO",
  "SCHW",
  "VWO",
  "ETV",
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "MGC",
  null,
  null,
  "ARE",
  null,
  "AMD",
  "WM",
  "BIPC",
  "VIGI",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  "ESGD",
  null,
  null,
  null,
  "VUG",
  "VFH",
  "VGK",
  "BLV",
  null,
  "BND",
  "VBR",
  "VB",
  null,
  "VTV",
  "V",
  "WMT",
  "WES",
  null,
  "WK",
  "IUSG",
  "SCHD",
  null,
  "SCHA",
  "SO",
  null,
  null,
  null,
  null,
  null,
  "IUSV",
  null,
  null,
  "DGRO",
  null,
  "ESGU",
  null,
  null,
  null,
  "BA",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "DHR",
  "FANG",
  "EFA",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 166
Total Value: 212021
Accession Number: 0001898296-25-000007
Form Type: 13F-HR
CIK: investors-fiduciary-advisor-network
Manager Name: Investors-Fiduciary-Advisor-Network

Data Enrichment

63% identified

105 identified61 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

166 positions • $212.0K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46432F842

IEFA|46432F842

Shares:8.9K

Value:$676.0K

% of Portfolio:318.8% ($676.0K/$212.0K)

808524201

SCHX|808524201

Shares:30.6K

Value:$675.0K

% of Portfolio:318.4% ($675.0K/$212.0K)

Alphabet Inc.

GOOGL|02079K305

Shares:4.2K

Value:$644.0K

% of Portfolio:303.7% ($644.0K/$212.0K)

69374H881

Shares:11.7K

Value:$642.0K

% of Portfolio:302.8% ($642.0K/$212.0K)

72201R833

Shares:6.3K

Value:$631.0K

% of Portfolio:297.6% ($631.0K/$212.0K)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:6.1K

Value:$624.0K

% of Portfolio:294.3% ($624.0K/$212.0K)

LOWES COMPANIES INC

LOW|548661107

Shares:2.7K

Value:$619.0K

% of Portfolio:292.0% ($619.0K/$212.0K)

92204A876

Shares:3.6K

Value:$612.0K

% of Portfolio:288.7% ($612.0K/$212.0K)

46429B267

Shares:26.4K

Value:$606.0K

% of Portfolio:285.8% ($606.0K/$212.0K)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:14.4K

Value:$603.0K

% of Portfolio:284.4% ($603.0K/$212.0K)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:5.4K

Value:$597.0K

% of Portfolio:281.6% ($597.0K/$212.0K)

ALLSTATE CORP

ALL|020002101

Shares:2.8K

Value:$583.0K

% of Portfolio:275.0% ($583.0K/$212.0K)

464287432

Shares:6.4K

Value:$580.0K

% of Portfolio:273.6% ($580.0K/$212.0K)

WORKIVA INC

WK|98139A105

Shares:7.6K

Value:$573.0K

% of Portfolio:270.3% ($573.0K/$212.0K)

Diamondback Energy, Inc.

FANG|25278X109

Shares:3.6K

Value:$569.0K

% of Portfolio:268.4% ($569.0K/$212.0K)

09290C608

Shares:11.8K

Value:$546.0K

% of Portfolio:257.5% ($546.0K/$212.0K)

316092840

Shares:11.0K

Value:$543.0K

% of Portfolio:256.1% ($543.0K/$212.0K)

464287671

IUSG|464287671

Shares:4.3K

Value:$542.0K

% of Portfolio:255.6% ($542.0K/$212.0K)

921946810

VIGI|921946810

Shares:6.5K

Value:$536.0K

% of Portfolio:252.8% ($536.0K/$212.0K)

33738D101

Shares:14.2K

Value:$533.0K

% of Portfolio:251.4% ($533.0K/$212.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	8.9K	QoQ -5.81% (-552) YoY-	All Managers (Combined)	$676.0K	318.8% ($676.0K/$212.0K)	QoQ +1.50% (-$0) YoY-
(SCHXcusip808524201)	30.6K	QoQ +46.00% (+9.6K) YoY-	All Managers (Combined)	$675.0K	318.4% ($675.0K/$212.0K)	QoQ +39.17% (+$0) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	4.2K	QoQ +32.86% (+1.0K) YoY-	All Managers (Combined)	$644.0K	303.7% ($644.0K/$212.0K)	QoQ +8.60% (+$0) YoY-
(cusip69374H881)✕	11.7K	QoQ NEW(+11.7K) YoY-	All Managers (Combined)	$642.0K	302.8% ($642.0K/$212.0K)	QoQ NEW(+$1) YoY-
(cusip72201R833)✕	6.3K	QoQ +21.26% (+1.1K) YoY-	All Managers (Combined)	$631.0K	297.6% ($631.0K/$212.0K)	QoQ +21.57% (+$0) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	6.1K	QoQ -33.30% (-3.0K) YoY-	All Managers (Combined)	$624.0K	294.3% ($624.0K/$212.0K)	QoQ -43.32% (-$0) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	2.7K	QoQ -24.19% (-848) YoY-	All Managers (Combined)	$619.0K	292.0% ($619.0K/$212.0K)	QoQ -28.43% (-$0) YoY-
(cusip92204A876)✕	3.6K	QoQ -3.26% (-121) YoY-	All Managers (Combined)	$612.0K	288.7% ($612.0K/$212.0K)	QoQ +1.15% (-$0) YoY-
(cusip46429B267)✕	26.4K	QoQ +0.15% (+40) YoY-	All Managers (Combined)	$606.0K	285.8% ($606.0K/$212.0K)	QoQ +0.16% (+$0) YoY-
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	14.4K	QoQ -0.22% (-33) YoY-	All Managers (Combined)	$603.0K	284.4% ($603.0K/$212.0K)	QoQ +8.84% (-$0) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	5.4K	QoQ -8.32% (-493) YoY-	All Managers (Combined)	$597.0K	281.6% ($597.0K/$212.0K)	QoQ -19.97% (-$0) YoY-
ALLSTATE CORP(ALLcusip020002101)	2.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$583.0K	275.0% ($583.0K/$212.0K)	QoQ +7.56% (+$0) YoY-
(cusip464287432)✕	6.4K	QoQ -0.96% (-62) YoY-	All Managers (Combined)	$580.0K	273.6% ($580.0K/$212.0K)	QoQ +3.20% (-$0) YoY-
WORKIVA INC(WKcusip98139A105)	7.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$573.0K	270.3% ($573.0K/$212.0K)	QoQ -30.71% (-$0) YoY-
Diamondback Energy, Inc.(FANGcusip25278X109)	3.6K	QoQ +2.12% (-74) YoY-	All Managers (Combined)	$569.0K	268.4% ($569.0K/$212.0K)	QoQ -0.17% (-$0) YoY-
(cusip09290C608)✕	11.8K	QoQ +5.63% (+631) YoY-	All Managers (Combined)	$546.0K	257.5% ($546.0K/$212.0K)	QoQ +12.11% (+$0) YoY-
(cusip316092840)✕	11.0K	QoQ +8.91% (+898) YoY-	All Managers (Combined)	$543.0K	256.1% ($543.0K/$212.0K)	QoQ +8.16% (+$0) YoY-
(IUSGcusip464287671)	4.3K	QoQ -5.67% (-257) YoY-	All Managers (Combined)	$542.0K	255.6% ($542.0K/$212.0K)	QoQ -13.96% (-$0) YoY-
(VIGIcusip921946810)	6.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$536.0K	252.8% ($536.0K/$212.0K)	QoQ +3.67% (+$0) YoY-
(cusip33738D101)✕	14.2K	QoQ -5.93% (-897) YoY-	All Managers (Combined)	$533.0K	251.4% ($533.0K/$212.0K)	QoQ -0.92% (-$0) YoY-