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

Page 6 of 9

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81369Y852

Shares:5.4K

Value:$516.0K

% of Portfolio:243.4% ($516.0K/$212.0K)

092528603

Shares:9.6K

Value:$503.0K

% of Portfolio:237.2% ($503.0K/$212.0K)

46434G103

IEMG|46434G103

Shares:9.3K

Value:$501.0K

% of Portfolio:236.3% ($501.0K/$212.0K)

STARBUCKS CORP

SBUX|855244109

Shares:5.0K

Value:$488.0K

% of Portfolio:230.2% ($488.0K/$212.0K)

922908769

VTI|922908769

Shares:1.8K

Value:$487.0K

% of Portfolio:229.7% ($487.0K/$212.0K)

464287507

IJH|464287507

Shares:8.3K

Value:$482.0K

% of Portfolio:227.3% ($482.0K/$212.0K)

67092P300

Shares:11.9K

Value:$482.0K

% of Portfolio:227.3% ($482.0K/$212.0K)

Brookfield Renewable Corp

BEPC|11285B108

Shares:17.1K

Value:$478.0K

% of Portfolio:225.4% ($478.0K/$212.0K)

46137V431

Shares:4.8K

Value:$476.0K

% of Portfolio:224.5% ($476.0K/$212.0K)

922042874

VGK|922042874

Shares:6.7K

Value:$468.0K

% of Portfolio:220.7% ($468.0K/$212.0K)

46138E339

Shares:5.0K

Value:$461.0K

% of Portfolio:217.4% ($461.0K/$212.0K)

ALEXANDRIA REAL ESTATE EQUITIES, INC.

ARE|015271109

Shares:4.9K

Value:$457.0K

% of Portfolio:215.5% ($457.0K/$212.0K)

464287325

Shares:5.0K

Value:$451.0K

% of Portfolio:212.7% ($451.0K/$212.0K)

67092P201

Shares:5.7K

Value:$446.0K

% of Portfolio:210.4% ($446.0K/$212.0K)

46435G243

Shares:17.9K

Value:$446.0K

% of Portfolio:210.4% ($446.0K/$212.0K)

Walmart Inc.

WMT|931142103

Shares:5.0K

Value:$443.0K

% of Portfolio:208.9% ($443.0K/$212.0K)

MORGAN STANLEY

MS|617446448

Shares:3.7K

Value:$436.0K

% of Portfolio:205.6% ($436.0K/$212.0K)

46436E619

Shares:10.0K

Value:$433.0K

% of Portfolio:204.2% ($433.0K/$212.0K)

35473P884

Shares:8.0K

Value:$422.0K

% of Portfolio:199.0% ($422.0K/$212.0K)

46137V241

Shares:6.2K

Value:$413.0K

% of Portfolio:194.8% ($413.0K/$212.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y852)✕	5.4K	QoQ -3.30% (-183) YoY-	All Managers (Combined)	$516.0K	243.4% ($516.0K/$212.0K)	QoQ -3.73% (-$0) YoY-
(cusip092528603)✕	9.6K	QoQ +10.26% (+895) YoY-	All Managers (Combined)	$503.0K	237.2% ($503.0K/$212.0K)	QoQ +11.03% (+$0) YoY-
(IEMGcusip46434G103)	9.3K	QoQ -2.60% (-249) YoY-	All Managers (Combined)	$501.0K	236.3% ($501.0K/$212.0K)	QoQ +0.60% (-$0) YoY-
STARBUCKS CORP(SBUXcusip855244109)	5.0K	QoQ -24.54% (-1.6K) YoY-	All Managers (Combined)	$488.0K	230.2% ($488.0K/$212.0K)	QoQ -18.80% (-$0) YoY-
(VTIcusip922908769)	1.8K	QoQ -35.52% (-978) YoY-	All Managers (Combined)	$487.0K	229.7% ($487.0K/$212.0K)	QoQ -38.89% (-$0) YoY-
(IJHcusip464287507)	8.3K	QoQ -6.13% (-541) YoY-	All Managers (Combined)	$482.0K	227.3% ($482.0K/$212.0K)	QoQ -12.20% (-$0) YoY-
(cusip67092P300)✕	11.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$482.0K	227.3% ($482.0K/$212.0K)	QoQ +2.77% (+$0) YoY-
Brookfield Renewable Corp(BEPCcusip11285B108)	17.1K	QoQ -3.10% (-550) YoY-	All Managers (Combined)	$478.0K	225.4% ($478.0K/$212.0K)	QoQ -2.24% (-$0) YoY-
(cusip46137V431)✕	4.8K	QoQ -11.38% (-613) YoY-	All Managers (Combined)	$476.0K	224.5% ($476.0K/$212.0K)	QoQ -15.60% (-$0) YoY-
(VGKcusip922042874)	6.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$468.0K	220.7% ($468.0K/$212.0K)	QoQ +10.63% (+$0) YoY-
(cusip46138E339)✕	5.0K	QoQ +2.27% (-111) YoY-	All Managers (Combined)	$461.0K	217.4% ($461.0K/$212.0K)	QoQ -0.21% (-$0) YoY-
ALEXANDRIA REAL ESTATE EQUITIES, INC.(AREcusip015271109)	4.9K	QoQ +3.78% (-180) YoY-	All Managers (Combined)	$457.0K	215.5% ($457.0K/$212.0K)	QoQ -1.50% (-$0) YoY-
(cusip464287325)✕	5.0K	QoQ +49.24% (+1.6K) YoY-	All Managers (Combined)	$451.0K	212.7% ($451.0K/$212.0K)	QoQ +58.24% (+$0) YoY-
(cusip67092P201)✕	5.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$446.0K	210.4% ($446.0K/$212.0K)	QoQ -8.79% (-$0) YoY-
(cusip46435G243)✕	17.9K	QoQ -3.12% (-577) YoY-	All Managers (Combined)	$446.0K	210.4% ($446.0K/$212.0K)	QoQ -1.97% (-$0) YoY-
Walmart Inc.(WMTcusip931142103)	5.0K	QoQ -15.52% (-928) YoY-	All Managers (Combined)	$443.0K	208.9% ($443.0K/$212.0K)	QoQ -17.81% (-$0) YoY-
MORGAN STANLEY(MScusip617446448)	3.7K	QoQ -21.91% (-1.1K) YoY-	All Managers (Combined)	$436.0K	205.6% ($436.0K/$212.0K)	QoQ -27.57% (-$0) YoY-
(cusip46436E619)✕	10.0K	QoQ +3.91% (+377) YoY-	All Managers (Combined)	$433.0K	204.2% ($433.0K/$212.0K)	QoQ +5.86% (+$0) YoY-
(cusip35473P884)✕	8.0K	QoQ +36.65% (+2.1K) YoY-	All Managers (Combined)	$422.0K	199.0% ($422.0K/$212.0K)	QoQ +33.54% (+$0) YoY-
(cusip46137V241)✕	6.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$413.0K	194.8% ($413.0K/$212.0K)	QoQ -0.95% (-$0) YoY-