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
AOR icon
251
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.87B
$1.79M 0.08%
29,049
-34
ANET icon
252
Arista Networks
ANET
$196B
$1.79M 0.08%
17,475
+10,630
EQH icon
253
Equitable Holdings
EQH
$14.8B
$1.78M 0.08%
31,686
+755
TSCO icon
254
Tractor Supply
TSCO
$29.8B
$1.77M 0.08%
33,585
-2,303
EFV icon
255
iShares MSCI EAFE Value ETF
EFV
$27.8B
$1.77M 0.08%
27,870
+8,079
BKNG icon
256
Booking.com
BKNG
$170B
$1.76M 0.08%
304
+7
TT icon
257
Trane Technologies
TT
$95.7B
$1.73M 0.08%
3,957
+123
USMV icon
258
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$1.72M 0.08%
18,353
+1,579
TIP icon
259
iShares TIPS Bond ETF
TIP
$13.9B
$1.72M 0.08%
15,616
-455
HOOD icon
260
Robinhood
HOOD
$130B
$1.69M 0.08%
+18,011
SNOW icon
261
Snowflake
SNOW
$90B
$1.68M 0.08%
+7,487
NEAR icon
262
iShares Short Maturity Bond ETF
NEAR
$3.59B
$1.68M 0.08%
32,781
+3,673
CVS icon
263
CVS Health
CVS
$103B
$1.67M 0.08%
24,198
-38,347
PECO icon
264
Phillips Edison & Co
PECO
$4.37B
$1.66M 0.08%
47,497
-4,607
MCD icon
265
McDonald's
MCD
$219B
$1.66M 0.08%
5,687
+108
IYR icon
266
iShares US Real Estate ETF
IYR
$3.8B
$1.66M 0.07%
17,496
+1,056
TCAF icon
267
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$5.89B
$1.65M 0.07%
46,819
+3,843
VTV icon
268
Vanguard Value ETF
VTV
$149B
$1.64M 0.07%
9,300
+182
DFAI icon
269
Dimensional International Core Equity Market ETF
DFAI
$11.8B
$1.64M 0.07%
47,490
+2,029
COP icon
270
ConocoPhillips
COP
$111B
$1.64M 0.07%
18,275
+810
AU icon
271
AngloGold Ashanti
AU
$32.2B
$1.63M 0.07%
+35,834
NET icon
272
Cloudflare
NET
$76.7B
$1.62M 0.07%
+8,264
MCK icon
273
McKesson
MCK
$99.8B
$1.61M 0.07%
2,192
-20
AEM icon
274
Agnico Eagle Mines
AEM
$78.2B
$1.6M 0.07%
13,479
+7,354
QQQM icon
275
Invesco NASDAQ 100 ETF
QQQM
$65.6B
$1.6M 0.07%
7,055
+3,611
9 10
11
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