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:

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921946885

Shares:3.3K

Value:$209.0K

% of Portfolio:98.6% ($209.0K/$212.0K)

808524607

SCHA|808524607

Shares:8.9K

Value:$207.0K

% of Portfolio:97.6% ($207.0K/$212.0K)

92189F684

Shares:910

Value:$205.0K

% of Portfolio:96.7% ($205.0K/$212.0K)

98149E303

Shares:3.3K

Value:$203.0K

% of Portfolio:95.7% ($203.0K/$212.0K)

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

ETV|27828Y108

Shares:11.2K

Value:$147.0K

% of Portfolio:69.3% ($147.0K/$212.0K)

Clearside Biomedical, Inc.

CLSD|185063104

Shares:33.8K

Value:$31.0K

% of Portfolio:14.6% ($31.0K/$212.0K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip921946885)✕	3.3K	QoQ NEW(+3.3K) YoY-	All Managers (Combined)	$209.0K	98.6% ($209.0K/$212.0K)	QoQ NEW(+$0) YoY-
(SCHAcusip808524607)	8.9K	QoQ NEW(+8.9K) YoY-	All Managers (Combined)	$207.0K	97.6% ($207.0K/$212.0K)	QoQ NEW(+$0) YoY-
(cusip92189F684)✕	910	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$205.0K	96.7% ($205.0K/$212.0K)	QoQ +0.49% (+$0) YoY-
(cusip98149E303)✕	3.3K	QoQ NEW(+3.3K) YoY-	All Managers (Combined)	$203.0K	95.7% ($203.0K/$212.0K)	QoQ NEW(+$0) YoY-
Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETVcusip27828Y108)	11.2K	QoQ +6.69% (-703) YoY-	All Managers (Combined)	$147.0K	69.3% ($147.0K/$212.0K)	QoQ -2.64% (-$0) YoY-
Clearside Biomedical, Inc.(CLSDcusip185063104)	33.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$31.0K	14.6% ($31.0K/$212.0K)	QoQ -3.12% (-$0) YoY-