IFA
Investor's Fiduciary Advisor Network LLC Portfolio
Invests via Investor's Fiduciary Advisor Network LLC | Managed by Rod Ehrlich
Invests via Investor's Fiduciary Advisor Network LLC
Managed by Rod Ehrlich
Automatically Tracked
Company Profile
A US fiduciary advisory network offering outsourced chief investment officer services and governance support to registered investment advisors, family offices and retirement plans. Investor's Fiduciary Advisor Network LLC positions itself as a compliance-focused outsourced CIO and advisor-of-record, emphasizing fee transparency, fiduciary standard adherence and model portfolio solutions across equities, fixed income and alternatives. Corporate services include due-diligence, manager selection and ongoing performance reporting.
A US fiduciary advisory network offering outsourced chief investment officer services and governance support to registered investment advisors, family offices and retirement plans. Investor's Fiduciary Advisor Network LLC positions itself as a compliance-focused outsourced CIO and advisor-of-record, emphasizing fee transparency, fiduciary standard adherence and model portfolio solutions across equities, fixed income and alternatives. Corporate services include due-diligence, manager selection and ongoing performance reporting.
Investment Philosophy & Strategy
Operates a fiduciary-first outsourced CIO model that prioritizes governance, compliance and transparent fees while delivering multi-asset model portfolios to RIAs, family offices and retirement plans. Investment decisions emphasize diversified, risk-aware allocation across equities, fixed income and alternatives, with manager selection driven by systematic due diligence, performance attribution and cost efficiency. Strategic horizon is long-term and liability-aware; capital deployment favors scalable, low-turnover strategies and third-party managers where operational oversight and downside protection justify allocation.
Operates a fiduciary-first outsourced CIO model that prioritizes governance, compliance and transparent fees while delivering multi-asset model portfolios to RIAs, family offices and retirement plans. Investment decisions emphasize diversified, risk-aware allocation across equities, fixed income and alternatives, with manager selection driven by systematic due diligence, performance attribution and cost efficiency. Strategic horizon is long-term and liability-aware; capital deployment favors scalable, low-turnover strategies and third-party managers where operational oversight and downside protection justify allocation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
24.56%
Gain -0.06%
Monthly
1.03%
Yearly
13.04%
Drawdown
14.53%
$297.54M
Equity
Holdings
$297.54M
Investment
$248.38M
$62.21M
Profit -$240,378.76
Realized
$13.06M
Unrealized
$49.15M
Dividends
$10.54M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$240,378.76
Win %
70%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$678,649.3
Win %
70%
This Month
Compared to last month
Gain
1.3%
Profit
$3.82M
Win %
70%
This Year
Compared to last year
Gain
1.98%
Profit
$5.29M
Win %
71%
USB U.S. Bancorp
+2.89%
+$8,084.2 
RTX RTX Corporation
+2.43%
+$12,416.95 
JPM JPMorgan Chase & Co.
+2.2%
+$14,371.5 
LMT Lockheed Martin Corporation
+2.19%
+$20,658.7 
PEP PepsiCo, Inc.
+2.16%
+$13,772.33 
COF Capital One Financial Corporation
+2.02%
+$4,635.56 
GE General Electric Company
+1.93%
+$7,163.8 
HD The Home Depot, Inc.
+1.89%
+$19,338.14 
WFC Wells Fargo & Company
+1.87%
+$14,404.03 
LOW Lowe's Companies Inc.
+1.79%
+$8,002.8 
SO The Southern Company
+1.69%
+$21,739.47 
BLK BlackRock, Inc.
+1.68%
+$9,316.83 
DUK Duke Energy Corporation
+1.68%
+$4,906 
AJG Arthur J. Gallagher & Co.
+1.63%
+$3,711.83 
MSI Motorola Solutions, Inc.
+1.54%
+$4,068.69 
KO The Coca-Cola Company
+1.5%
+$13,351.5 
ED Consolidated Edison, Inc.
+1.47%
+$4,169.9 
PG Procter & Gamble Co
+1.46%
+$18,493.09 
SRE Sempra
+1.45%
+$4,049.57 
ORLY O'Reilly Automotive Inc.
+1.42%
+$4,026.96 
SLB Schlumberger Limited
+1.42%
+$8,650.86 
EPD Enterprise Products Partners L.P.
+1.41%
+$16,472.5 
T AT&T Inc.
+1.38%
+$4,061.85 
ETR Entergy Corporation
+1.34%
+$2,724.4 
KMB Kimberly-Clark Corporation
+1.28%
+$5,170.45 
VZ Verizon Communications Inc.
+1.26%
+$12,323.92 
MRK Merck & Co., Inc.
+1.25%
+$57,071.56 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.25%
+$20,795.52 
AXP American Express Company
+1.23%
+$5,596.02 
LHX L3Harris Technologies, Inc.
+1.23%
+$2,373.12 
O Realty Income Corporation
+1.15%
+$43,368.96 
EMLP First Trust North American Energy Infrastructure Fund
+1.14%
+$6,568.35 
VPU Vanguard Utilities ETF
+1.14%
+$6,372.22 
NKE Nike, Inc. - Class B
+1.13%
+$2,365.44 
NEE NextEra Energy, Inc.
+1.11%
+$2,419.12 
JNJ Johnson & Johnson
+1.09%
+$18,561 
VDE Vanguard Energy ETF
+1.06%
+$3,263.4 
LLY Eli Lilly and Company
+1.06%
+$22,368.26 
XLE Energy Select Sector SPDR Fund
+1.05%
+$5,377.4 
HWM Howmet Aerospace Inc.
+1.04%
+$2,802.2 
ICOW Pacer Developed Markets International ETF
+1.04%
+$47,926.94 
CVX Chevron Corporation
+1.04%
+$28,068.83 
AAPL Apple Inc.
+1.03%
+$162,729.47 
IQDG WisdomTree International Quality Dividend Growth Fund
+1.03%
+$4,042.02 
MXI iShares Global Materials ETF
+1.03%
+$4,348.96 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.02%
+$19,532.09 
FVD First Trust Value Line Dividend Index Fund
+1.01%
+$13,110.57 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.01%
+$6,584.18 
BAC Bank of America Corporation
+1.01%
+$5,279.04 
COST Costco Wholesale Corporation
+1%
+$21,607.93 
VNQ Vanguard Real Estate ETF
+0.99%
+$3,457.09 
V Visa Inc. Class A
+0.9%
+$32,326.24 
PICK iShares MSCI Global Metals & Mining Producers ETF
+0.89%
+$2,163.72 
SCHD Schwab U.S. Dividend Equity ETF
+0.88%
+$119,138.29 
IGF iShares Global Infrastructure ETF
+0.85%
+$5,519.88 
IRM Iron Mountain Inc.
+0.85%
+$15,537.85 
SDY SPDR S&P Dividend ETF
+0.81%
+$1,646.76 
WMT Walmart Inc.
+0.77%
+$8,344.1 
BRK-B Berkshire Hathaway Inc.
+0.77%
+$40,702.5 
ABBV AbbVie Inc.
+0.73%
+$7,102.2 
VGK Vanguard FTSE Europe ETF
+0.73%
+$4,295.14 
MCK McKesson Corporation
+0.68%
+$2,707.54 
WES Western Midstream Partners, LP
+0.68%
+$1,650 
IQLT iShares MSCI International Quality Factor ETF
+0.68%
+$22,917.7 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.66%
+$3,636.17 
NNN NNN REIT, Inc.
+0.66%
+$12,791.79 
XOM Exxon Mobil Corporation
+0.65%
+$14,099.64 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.65%
+$13,324.44 
DGRO iShares Core Dividend Growth ETF
+0.64%
+$11,051 
EXI iShares Global Industrials ETF
+0.63%
+$3,912.72 
NCA Nuveen California Municipal Value Fund Inc.
+0.6%
+$658.8 
AMGN Amgen Inc.
+0.6%
+$5,793.83 
VYM Vanguard High Dividend Yield ETF
+0.58%
+$31,971.54 
MS Morgan Stanley
+0.57%
+$5,172.61 
SYK Stryker Corporation
+0.56%
+$2,128.71 
BA Boeing Company
+0.54%
+$1,696.37 
VTV Vanguard Value ETF
+0.54%
+$41,113.97 
FDVV Fidelity High Dividend ETF
+0.53%
+$7,419.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.53%
+$12,276.6 
CVS CVS Health Corporation
+0.51%
+$1,104.97 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.49%
+$1,493.32 
MCD McDonald's Corporation
+0.48%
+$2,275.92 
SBUX Starbucks Corporation
+0.47%
+$1,389.57 
GS The Goldman Sachs Group, Inc.
+0.45%
+$1,038.44 
WM Waste Management, Inc.
+0.42%
+$3,735.4 
CMI Cummins Inc.
+0.41%
+$644.61 
CHD Church & Dwight Co., Inc.
+0.4%
+$4,337.14 
UPS United Parcel Service, Inc.
+0.4%
+$2,691.78 
ADP Automatic Data Processing Inc.
+0.38%
+$1,343.53 
PFE Pfizer Inc.
+0.36%
+$3,513.51 
COR Cencora, Inc.
+0.34%
+$825.92 
MMM 3M Company
+0.34%
+$1,173.2 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.33%
+$649.04 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.33%
+$4,117.62 
VIG Vanguard Dividend Appreciation ETF
+0.31%
+$1,075.96 
CSX CSX Corporation
+0.3%
+$1,328.2 
BMY Bristol-Myers Squibb Company
+0.3%
+$1,566.9 
COWZ Pacer US Cash Cows 100 ETF
+0.27%
+$3,152.48 
CRS Carpenter Technology Corporation
+0.26%
+$405.46 
IWD iShares Russell 1000 Value ETF
+0.25%
+$699.4 
JEPI JPMorgan Equity Premium Income Fund
+0.22%
+$3,194.37 
SPGP Invesco S&P 500 GARP ETF
+0.21%
+$1,282.6 
CTAS Cintas Corporation
+0.2%
+$587.69 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$425.88 
RDVY First Trust Rising Dividend Achievers ETF
+0.2%
+$1,087.84 
CTVA Corteva Inc.
+0.19%
+$76.4 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.19%
+$1,864.64 
GEV GE Vernova Inc.
+0.17%
+$377.46 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$1,181.84 
JPIE JPMorgan Income ETF
+0.12%
+$2,236.14 
JMHI JPMorgan High Yield Municipal ETF
+0.12%
+$434.33 
VTC Vanguard Total Corporate Bond Fund
+0.12%
+$237.34 
BND Vanguard Total Bond Market Index Fund
+0.11%
+$3,352.56 
PHYS Sprott Physical Gold Trust
+0.11%
+$475.82 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.1%
+$647.16 
IXJ iShares Global Healthcare ETF
+0.09%
+$678.97 
ASML ASML Holding N.V. New York Registry Shares
+0.09%
+$172.2 
VTWV Vanguard Russell 2000 Value Index Fund
+0.08%
+$411.3 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$1,115.24 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$909.12 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$896.6 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$117.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,592.74 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$311.83 
XLV Health Care Select Sector SPDR Fund
+0.02%
+$127.17 
ENSG The Ensign Group, Inc.
0%
+$82.36 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAAU Goldman Sachs Physical Gold ETF
0%
$0 
BAR GraniteShares Gold Trust
0%
$0 EVMO
EVMO
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.52%
-$34,444.82 
INFQ Infleqtion Inc.
-7.07%
-$9,781.33 
INTC Intel Corporation
-3.67%
-$61,061 
ORCL Oracle Corporation
-3.41%
-$6,952.44 
AMD Advanced Micro Devices, Inc.
-3.36%
-$84,374.72 
MU Micron Technology, Inc.
-3.31%
-$17,253.53 
LRCX Lam Research Corporation
-3.28%
-$16,571.05 
AMAT Applied Materials, Inc.
-3.22%
-$12,465.34 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.96%
-$33,602.87 
GLW Corning Incorporated
-2.67%
-$12,927.77 
ADBE Adobe Inc.
-2.53%
-$7,657.44 
DELL Dell Technologies Inc.
-2.51%
-$8,544.21 
AVGO Broadcom Inc.
-2.46%
-$61,581.69 
RYT Invesco S&P 500 Equal Weight ETF
-2.44%
-$89,571.06 
NFLX Netflix, Inc.
-2.41%
-$9,651.25 
VRT Vertiv Holdings Co
-2.33%
-$3,750 
META Meta Platforms Inc Class A
-2.24%
-$18,721.25 
WK Workiva Inc.
-2.09%
-$12,209.4 
IYW iShares U.S. Technology ETF
-1.96%
-$6,807.21 
Q Qnity Electronics Inc.
-1.83%
-$3,784.32 
FTEC Fidelity MSCI Information Technology Index ETF
-1.82%
-$3,963.4 
XLK State Street Technology Select Sector SPDR ETF
-1.78%
-$58,071.84 
VGT Vanguard Information Technology ETF
-1.76%
-$6,196.3 
MSFT Microsoft Corp.
-1.67%
-$288,039.6 
IXN iShares Global Tech ETF
-1.65%
-$5,529.09 
SMH VanEck Semiconductor ETF
-1.63%
-$2,793.79 
CSCO Cisco Systems, Inc.
-1.55%
-$29,716.44 
GOOGL Alphabet Inc
-1.52%
-$34,404 
QQQM Invesco NASDAQ 100 ETF
-1.5%
-$8,724.09 
UNH UnitedHealth Group Incorporated
-1.43%
-$4,487.23 
ETN Eaton Corporation plc
-1.41%
-$6,713.29 
GOOG Alphabet Inc
-1.41%
-$36,464.58 
SCHW Charles Schwab Corporation
-1.35%
-$8,793.48 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$143,746.57 
QGRW WisdomTree U.S. Quality Growth Fund
-1.29%
-$3,649.74 
SPMO Invesco S&P 500 Momentum ETF
-1.28%
-$2,660.63 
IWF iShares Russell 1000 Growth ETF
-1.22%
-$5,014.65 
IWY iShares Russell Top 200 Growth ETF
-1.2%
-$6,259.55 
QCOM QUALCOMM Incorporated
-1.19%
-$3,073.58 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.17%
-$19,117.65 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.14%
-$26,369.03 
VUG Vanguard Growth ETF
-1.12%
-$27,915.88 
TSLA Tesla, Inc.
-1.11%
-$8,304.71 
IBM International Business Machines Corporation
-1.08%
-$2,100.58 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.08%
-$2,803.71 
DE Deere & Company
-1.06%
-$22,121.44 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$14,761.57 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.99%
-$41,391.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.98%
-$3,623.16 
VXF Vanguard Extended Market ETF
-0.95%
-$3,995.2 
VWO Vanguard FTSE Emerging Markets ETF
-0.87%
-$2,559.18 
DHR Danaher Corporation
-0.77%
-$9,223.96 
JQUA JPMorgan U.S. Quality Factor ETF
-0.75%
-$25,661.97 
XLC Communication Services Select Sector SPDR Fund
-0.69%
-$6,335.56 
DSI iShares MSCI KLD 400 Social ETF
-0.6%
-$1,320.88 
VB Vanguard Small-Cap ETF
-0.59%
-$3,287.05 
AMZN Amazon.com Inc
-0.49%
-$34,360.48 
URI United Rentals, Inc.
-0.48%
-$1,290.31 
MGC Vanguard Mega Cap ETF
-0.46%
-$1,401.4 
BIPC Brookfield Infrastructure Partners L.P.
-0.45%
-$4,183.53 
BX Blackstone Inc.
-0.45%
-$3,974.39 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$10,380.89 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.42%
-$2,003.45 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.42%
-$1,389.85 
ESGU iShares ESG Aware MSCI USA ETF
-0.41%
-$957.6 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.41%
-$960.05 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$9,018.3 
SPHQ Invesco S&P 500 Quality ETF
-0.4%
-$1,486.14 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$1,334.83 
VOO Vanguard S&P 500 ETF
-0.39%
-$13,990.39 
IWR iShares Russell Mid-Cap ETF
-0.36%
-$1,144.8 
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$10,867.4 
JCI Johnson Controls International plc
-0.28%
-$631.26 
VHT Vanguard Health Care ETF
-0.27%
-$3,527.1 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.27%
-$495.64 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$1,124.39 
TROW T. Rowe Price Group, Inc.
-0.11%
-$207.02 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$884.73 
VO Vanguard Mid-Cap ETF
-0.07%
-$1,626.46 
JMUB JPMorgan Municipal Bond ETF
-0.06%
-$236.16 
PSLV Sprott Physical Silver Trust
-0.05%
-$108.44 
BNDX Vanguard Total International Bond ETF
-0.05%
-$108 
CAT Caterpillar Inc.
-0.05%
-$3,520.22 
NVDA NVIDIA Corporation
-0.05%
-$2,499.97 
UNP Union Pacific Corporation
-0.04%
-$347.25 
CWEN Clearway Energy Inc.
-0.03%
-$119.36 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$126.77 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.02%
-$624.53 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.01%
-$36.92 Events
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Dividends
Dividend Analysis
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| Trades 1489 | Longs Won 1026/1489 68% | Profit Factor 5.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,044.28 |
| Average Win $72,832.59 | Best Trade (Oct 15) $3.39M | Sharpe Ratio -9.72 |
| Average Loss -$27,024.41 | Worst Trade (Mar 31) -$1.18M | Z-Score 5.29 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $41,782.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 6,915 | $273,626.55 | $284,552.25 | - | $10,925.7 | 3.99% | 0.0 |
| AAPL Apple Inc. | 46,099 | $11.14M | $15.93M | - | $4.79M | 43.04% | +1.032% |
| ABBV AbbVie Inc. | 3,431 | $638,790.86 | $979,447.57 | - | $340,656.71 | 53.33% | +0.73% |
| ADBE Adobe Inc. | 1,204 | $403,368.32 | $295,353.24 | - | -$108,015.08 | -26.78% | -2.527% |
| ADP Automatic Data Processing Inc. | 1,244 | $252,755.92 | $356,692.12 | - | $103,936.2 | 41.12% | +0.378% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 4,714 | $364,153.66 | $471,329.29 | - | $107,175.63 | 29.43% | -0.423% |
| AJG Arthur J. Gallagher & Co. | 912 | $197,520.96 | $231,803.04 | - | $34,282.08 | 17.36% | +1.627% |
| AMAT Applied Materials, Inc. | 901 | $210,810.84 | $374,973.67 | - | $164,162.83 | 77.87% | -3.217% |
| AMD Advanced Micro Devices, Inc. | 4,469 | $567,274.62 | $2.43M | - | $1.86M | 328.05% | -3.358% |
| AMGN Amgen Inc. | 2,237 | $597,313.46 | $976,718.94 | - | $379,405.48 | 63.52% | +0.597% |
| AMZN Amazon.com Inc | 27,599 | $6.07M | $7M | - | $923,104.96 | 15.2% | -0.489% |
| ASML ASML Holding N.V. New York Registry Shares | 120 | $238,732.79 | $199,065 | - | -$39,667.79 | -16.62% | +0.087% |
| AVGO Broadcom Inc. | 7,262 | $1.68M | $2.44M | - | $755,320.62 | 44.86% | -2.463% |
| AXP American Express Company | 1,446 | $469,413.46 | $459,452.04 | - | -$9,961.42 | -2.12% | +1.233% |
| BA Boeing Company | 1,655 | $301,697.87 | $314,044.52 | - | $12,346.65 | 4.09% | +0.543% |
| BAC Bank of America Corporation | 10,152 | $496,647.99 | $530,137.44 | - | $33,489.45 | 6.74% | +1.006% |
| BAR GraniteShares Gold Trust | 12,094 | $472,691.62 | $496,942.46 | - | $24,250.84 | 5.13% | 0.0 |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 79,637 | $7.28M | $7.29M | - | $8,856.56 | 0.12% | +0.022% |
| BIPC Brookfield Infrastructure Partners L.P. | 24,609 | $984,606.09 | $921,853.14 | - | -$62,752.95 | -6.37% | -0.452% |
| BLK BlackRock, Inc. | 494 | $508,129.18 | $562,982.16 | - | $54,852.98 | 10.8% | +1.683% |
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FAQ
Which stocks have generated the highest profits for Investor's Fiduciary Advisor Network LLC?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $1.12M, Advanced Micro Devices, Inc - $777,403.71, Broadcom Inc - $637,642.32, iShares MSCI KLD 400 Social ETF - $622,795, and Realty Income Corporation - $622,478.03. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Microsoft Corp - $808,607.51, Bowhead Specialty Holdings Inc - $583,926.59, SPDR Dow Jones Industrial Average ETF Trust - $389,006.54, Alexandria Real Estate Equities, Inc - $222,731.98, and General Mills, Inc - $134,272.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Investor's Fiduciary Advisor Network LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.54M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $835,779.36, Realty Income Corporation - $479,585.49, SPDR Bloomberg 1-3 Month T-Bill ETF - $363,178.07, JPMorgan Nasdaq Equity Premium Income ETF - $342,413.57, and NNN REIT, Inc - $258,247.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Investor's Fiduciary Advisor Network LLC's monthly returns?
Investor's Fiduciary Advisor Network LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Investor's Fiduciary Advisor Network LLC's strategy be considered aggressive or moderate?
Investor's Fiduciary Advisor Network LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Investor's Fiduciary Advisor Network LLC's strategy?
Investor's Fiduciary Advisor Network LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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