IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.6M
3
+$11.3M
4
AVGO icon
Broadcom
AVGO
+$9.46M
5
PLTR icon
Palantir
PLTR
+$7.56M

Top Sells

1
+$32.3M
2
+$25.8M
3
+$25.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.04M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.83M

Sector Composition

1 Technology 15.44%
2 Financials 8.01%
3 Industrials 4.15%
4 Consumer Discretionary 4.11%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
226
American Tower
AMT
$89.2B
$2.19M 0.1%
9,889
-567
MAGS icon
227
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.45B
$2.18M 0.1%
39,221
+1,911
MAA icon
228
Mid-America Apartment Communities
MAA
$15.6B
$2.14M 0.1%
14,484
-3,245
PEP icon
229
PepsiCo
PEP
$208B
$2.14M 0.1%
16,213
-19,544
FMAY icon
230
FT Vest US Equity Buffer ETF May
FMAY
$1.07B
$2.11M 0.1%
42,141
+993
TLT icon
231
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$2.1M 0.09%
23,800
-1,930
EOG icon
232
EOG Resources
EOG
$58.5B
$2.09M 0.09%
17,475
-1,613
XLP icon
233
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$2.08M 0.09%
25,743
-16,385
NLY icon
234
Annaly Capital Management
NLY
$14.4B
$2.08M 0.09%
110,715
+2,632
ABT icon
235
Abbott
ABT
$219B
$2.07M 0.09%
15,256
-10,747
WPM icon
236
Wheaton Precious Metals
WPM
$42.6B
$2.07M 0.09%
+23,050
LRCX icon
237
Lam Research
LRCX
$198B
$2.04M 0.09%
20,931
+3,482
PM icon
238
Philip Morris
PM
$241B
$2.04M 0.09%
11,180
+528
SCHP icon
239
Schwab US TIPS ETF
SCHP
$14.4B
$2.03M 0.09%
76,249
+60,814
SDY icon
240
SPDR S&P Dividend ETF
SDY
$20.3B
$1.97M 0.09%
14,544
-32
TDG icon
241
TransDigm Group
TDG
$76B
$1.92M 0.09%
1,264
+5
MMM icon
242
3M
MMM
$89.4B
$1.92M 0.09%
12,611
-326
VRT icon
243
Vertiv
VRT
$72.7B
$1.91M 0.09%
14,873
+4,954
MDY icon
244
SPDR S&P MidCap 400 ETF Trust
MDY
$24.4B
$1.9M 0.09%
3,355
-41
NOW icon
245
ServiceNow
NOW
$196B
$1.9M 0.09%
1,845
-65
DE icon
246
Deere & Co
DE
$130B
$1.89M 0.09%
3,712
-35
WFC icon
247
Wells Fargo
WFC
$274B
$1.88M 0.09%
23,496
+59
DFAS icon
248
Dimensional US Small Cap ETF
DFAS
$11.6B
$1.8M 0.08%
28,186
+2,202
DUK icon
249
Duke Energy
DUK
$98.8B
$1.8M 0.08%
15,213
-700
PFF icon
250
iShares Preferred and Income Securities ETF
PFF
$14.7B
$1.79M 0.08%
58,381
+39,574
8 9
10
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