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:
25.18%
Gain +0.3%
Monthly
1.13%
Yearly
14.43%
Drawdown
14.53%
$299.21M
Equity
Holdings
$299.21M
Investment
$248.38M
$63.67M
Profit +$897,919.93
Realized
$12.85M
Unrealized
$50.82M
Dividends
$9.57M
Goals
Avg. 75.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$897,919.93
Win %
76%
This Week
Compared To Last Week
Gain
0.3%
Profit
$897,919.93
Win %
76%
This Month
Compared to last month
Gain
2.75%
Profit
$8.01M
Win %
76%
This Year
Compared to last year
Gain
2.56%
Profit
$6.97M
Win %
74%
MU Micron Technology, Inc.
+4.23%
+$21,543.87 
TSLA Tesla, Inc.
+3.8%
+$25,783.93 
INTC Intel Corporation
+3.58%
+$62,980.06 
LRCX Lam Research Corporation
+3.34%
+$19,870.72 
META Meta Platforms Inc Class A
+2.79%
+$18,312.34 
QTEC First Trust NASDAQ-100 Technology Index Fund
+2.23%
+$25,890.11 
BLK BlackRock, Inc.
+1.89%
+$10,833.41 
BMY Bristol-Myers Squibb Company
+1.49%
+$8,269.75 
UNP Union Pacific Corporation
+1.38%
+$11,749.61 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.34%
+$22,745.1 
QCOM QUALCOMM Incorporated
+1.05%
+$2,481.95 
LOW Lowe's Companies Inc.
+1.04%
+$5,130 
AAPL Apple Inc.
+1%
+$138,757.99 
NNN NNN REIT, Inc.
+0.94%
+$20,372.11 
GOOGL Alphabet Inc
+0.82%
+$18,253.8 
QGRW WisdomTree U.S. Quality Growth Fund
+0.75%
+$2,103.24 
SMH VanEck Semiconductor ETF
+0.73%
+$1,312.73 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$2,382.38 
SCHW Charles Schwab Corporation
+0.66%
+$4,985.28 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.38%
+$7,922.64 
EPD Enterprise Products Partners L.P.
+0.26%
+$3,294.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$1,933.92 
JPIE JPMorgan Income ETF
+0.13%
+$2,439.42 
RYT Invesco S&P 500 Equal Weight ETF
+0.09%
+$3,380.04 
CHD Church & Dwight Co., Inc.
+0.08%
+$836.08 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$467.75 
VDE Vanguard Energy ETF
+0.01%
+$16.67 
EXI iShares Global Industrials ETF
0%
+$12.82 
MXI iShares Global Materials ETF
0%
+$6.99 
ABBV AbbVie Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
+$0.01 
AJG Arthur J. Gallagher & Co.
0%
-$0.01 
AMGN Amgen Inc.
0%
+$0.02 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.01 
AVGO Broadcom Inc.
0%
+$0.09 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BIPC Brookfield Infrastructure Partners L.P.
0%
$0 
BX Blackstone Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COR Cencora, Inc.
0%
-$0.01 
CRS Carpenter Technology Corporation
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
+$0.01 
CSX CSX Corporation
0%
-$0.02 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.12 
CVS CVS Health Corporation
0%
$0 
CWEN Clearway Energy Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
$0 
DHR Danaher Corporation
0%
+$0.05 
DUK Duke Energy Corporation
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
ENSG The Ensign Group, Inc.
0%
$0 
ETR Entergy Corporation
0%
$0 
ETN Eaton Corporation plc
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.01 
HD The Home Depot, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
JCI Johnson Controls International plc
0%
+$0.02 
JNJ Johnson & Johnson
0%
+$0.07 
JPM JPMorgan Chase & Co.
0%
+$0.02 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LHX L3Harris Technologies, Inc.
0%
+$0.01 
LLY Eli Lilly and Company
0%
-$0.05 
LMT Lockheed Martin Corporation
0%
+$0.05 
MCD McDonald's Corporation
0%
-$0.02 
MMM 3M Company
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.32 
MSI Motorola Solutions, Inc.
0%
+$0.01 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
O Realty Income Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.02 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SO The Southern Company
0%
$0 
SRE Sempra
0%
$0 
SYK Stryker Corporation
0%
+$0.01 
T AT&T Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.01 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.09 
VRT Vertiv Holdings Co
0%
+$0.01 
VZ Verizon Communications Inc.
0%
$0 
WES Western Midstream Partners, LP
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WK Workiva Inc.
0%
$0 
WM Waste Management, Inc.
0%
-$0.04 
XOM Exxon Mobil Corporation
0%
$0 
AAAU Goldman Sachs Physical Gold ETF
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
DLN WisdomTree U.S. LargeCap Dividend Fund
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
-$0.03 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
-$0.01 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.05 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
ICOW Pacer Developed Markets International ETF
0%
$0 
IGF iShares Global Infrastructure ETF
0%
+$0.04 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.02 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.01 
IQDG WisdomTree International Quality Dividend Growth Fund
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$0.03 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
+$0.01 
IXJ iShares Global Healthcare ETF
0%
$0 
JMHI JPMorgan High Yield Municipal ETF
0%
$0 
IXN iShares Global Tech ETF
0%
+$0.02 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MGC Vanguard Mega Cap ETF
0%
$0 
PICK iShares MSCI Global Metals & Mining Producers ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.15 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RWJ Invesco S&P SmallCap 600 Revenue ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
-$0.01 
SPGP Invesco S&P 500 GARP ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$0.04 
VB Vanguard Small-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.1 
VGK Vanguard FTSE Europe ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
+$0.04 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
+$0.14 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VTC Vanguard Total Corporate Bond Fund
0%
-$0.56 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.06 
VTV Vanguard Value ETF
0%
+$0.34 
VTWV Vanguard Russell 2000 Value Index Fund
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
+$0.01 
XLV Health Care Select Sector SPDR Fund
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
GEV GE Vernova Inc.
0%
$0 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
INFQ Infleqtion Inc.
0%
$0 
NCA Nuveen California Municipal Value Fund Inc.
0%
$0 
MCK McKesson Corporation
-2.51%
-$8,749.87 
AMAT Applied Materials, Inc.
-2.48%
-$12,262.63 
UNH UnitedHealth Group Incorporated
-1.61%
-$5,034.63 
BAR GraniteShares Gold Trust
-1.52%
-$7,982.04 
GE General Electric Company
-1.28%
-$5,581.09 
SLB Schlumberger Limited
-1.04%
-$6,945.95 EVMO
EVMO
-1.04%
-$32.59 
BA Boeing Company
-0.38%
-$1,439.85 
WMT Walmart Inc.
-0.25%
-$2,673.82 
VWO Vanguard FTSE Emerging Markets ETF
-0.12%
-$351.26 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$810 
COST Costco Wholesale Corporation
0%
-$11.06 Events
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Dividends
Dividend Analysis
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| Trades 1489 | Longs Won 1059/1489 71% | Profit Factor 6.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $200,459.7 |
| Average Win $71,089.1 | Best Trade (Aug 17) $4.4M | Sharpe Ratio -9.72 |
| Average Loss -$27,003.6 | Worst Trade (Mar 31) -$1.18M | Z-Score 13.12 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $42,761.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 6,915 | $273,626.55 | $300,940.8 | - | $27,314.25 | 9.98% | 0.0 |
| AAPL Apple Inc. | 46,099 | $11.14M | $14.07M | - | $2.94M | 26.37% | +0.996% |
| ABBV AbbVie Inc. | 3,431 | $638,790.86 | $853,495.53 | - | $214,704.67 | 33.61% | 0.0 |
| ADBE Adobe Inc. | 1,204 | $403,368.32 | $311,535 | - | -$91,833.32 | -22.77% | 0.0 |
| ADP Automatic Data Processing Inc. | 1,244 | $252,755.92 | $335,046.52 | - | $82,290.6 | 32.56% | 0.0 |
| AIRR First Trust RBA American Industrial Renaissance ETF | 4,714 | $364,153.66 | $581,943.3 | - | $217,789.64 | 59.81% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 912 | $197,520.96 | $232,979.52 | - | $35,458.56 | 17.95% | 0.0 |
| AMAT Applied Materials, Inc. | 901 | $210,810.84 | $481,620.54 | - | $270,809.7 | 128.46% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 4,469 | $567,274.62 | $2.16M | - | $1.59M | 280.45% | 0.0 |
| AMGN Amgen Inc. | 2,237 | $597,313.46 | $930,994.66 | - | $333,681.2 | 55.86% | 0.0 |
| AMZN Amazon.com Inc | 27,599 | $6.07M | $7.38M | - | $1.3M | 21.45% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 120 | $238,732.79 | $217,208.39 | - | -$21,524.4 | -9.02% | 0.0 |
| AVGO Broadcom Inc. | 7,262 | $1.68M | $3.02M | - | $1.34M | 79.46% | 0.0 |
| AXP American Express Company | 1,446 | $469,413.46 | $497,539.66 | - | $28,126.2 | 5.99% | 0.0 |
| BA Boeing Company | 1,655 | $301,697.87 | $381,196.15 | - | $79,498.28 | 26.35% | -0.376% |
| BAC Bank of America Corporation | 10,152 | $496,647.99 | $657,951.12 | - | $161,303.13 | 32.48% | 0.0 |
| BAR GraniteShares Gold Trust | 12,094 | $472,691.62 | $517,623.2 | - | $44,931.58 | 9.51% | -1.519% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 79,637 | $7.28M | $7.29M | - | $4,874.71 | 0.07% | 0.0 |
| BIPC Brookfield Infrastructure Partners L.P. | 24,609 | $984,606.09 | $987,313.08 | - | $2,706.99 | 0.27% | 0.0 |
| BLK BlackRock, Inc. | 494 | $508,129.18 | $584,322.96 | - | $76,193.78 | 14.99% | +1.889% |
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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 - $1.02M, Advanced Micro Devices, Inc - $777,403.71, Broadcom Inc - $632,922.02, iShares MSCI KLD 400 Social ETF - $622,304.17, and Realty Income Corporation - $585,716.06. 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 - $837,763.91, 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 Grayscale Bitcoin Mini Trust ETF - $209,929.93. 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 $9.57M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $729,945.55, Realty Income Corporation - $442,823.52, SPDR Bloomberg 1-3 Month T-Bill ETF - $340,898.03, JPMorgan Nasdaq Equity Premium Income ETF - $323,772.45, 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.
