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
IQLT icon
276
iShares MSCI Intl Quality Factor ETF
IQLT
$13.4B
$1.6M 0.07%
36,909
+1,666
GE icon
277
GE Aerospace
GE
$327B
$1.59M 0.07%
6,180
-691
DFUS icon
278
Dimensional US Equity ETF
DFUS
$17.5B
$1.59M 0.07%
23,724
+276
UNP icon
279
Union Pacific
UNP
$129B
$1.58M 0.07%
6,870
-13,299
HIMU
280
iShares High Yield Muni Active ETF
HIMU
$2.17B
$1.56M 0.07%
32,127
+731
PFE icon
281
Pfizer
PFE
$140B
$1.54M 0.07%
63,580
-6,254
KRE icon
282
SPDR S&P Regional Banking ETF
KRE
$3.97B
$1.54M 0.07%
25,943
+948
USFR icon
283
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$1.53M 0.07%
30,424
-9,821
SCHB icon
284
Schwab US Broad Market ETF
SCHB
$38.3B
$1.53M 0.07%
64,017
-967
SCHM icon
285
Schwab US Mid-Cap ETF
SCHM
$13.7B
$1.52M 0.07%
54,230
-1,699
FNOV icon
286
FT Vest US Equity Buffer ETF November
FNOV
$1.01B
$1.52M 0.07%
30,328
-499
FHLC icon
287
Fidelity MSCI Health Care Index ETF
FHLC
$2.62B
$1.52M 0.07%
23,753
-3,985
BROS icon
288
Dutch Bros
BROS
$7.56B
$1.51M 0.07%
+22,039
SHW icon
289
Sherwin-Williams
SHW
$83.5B
$1.5M 0.07%
4,376
-52
SYK icon
290
Stryker
SYK
$146B
$1.49M 0.07%
3,771
-10
ALL icon
291
Allstate
ALL
$50.7B
$1.49M 0.07%
7,410
+83
CMCSA icon
292
Comcast
CMCSA
$109B
$1.46M 0.07%
41,009
-4,794
JQUA icon
293
JPMorgan US Quality Factor ETF
JQUA
$7.87B
$1.45M 0.07%
24,154
-148
D icon
294
Dominion Energy
D
$51.8B
$1.41M 0.06%
24,934
+1,203
ELV icon
295
Elevance Health
ELV
$75.8B
$1.4M 0.06%
3,591
+71
PXF icon
296
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.2B
$1.39M 0.06%
24,237
-3,957
ITOT icon
297
iShares Core S&P Total US Stock Market ETF
ITOT
$79.9B
$1.39M 0.06%
10,289
-398
ADBE icon
298
Adobe
ADBE
$149B
$1.39M 0.06%
3,586
-354
KLAC icon
299
KLA
KLAC
$160B
$1.36M 0.06%
1,518
-34
PXH icon
300
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.69B
$1.36M 0.06%
57,960
+38,057
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