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
$1.98B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$29.1M
3
+$12.4M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$7.58M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.97M

Top Sells

1
+$15.9M
2
+$10.2M
3
+$9.88M
4
AMZN icon
Amazon
AMZN
+$7.98M
5
PODD icon
Insulet
PODD
+$7.23M

Sector Composition

1 Technology 11.45%
2 Financials 6.51%
3 Healthcare 4.7%
4 Industrials 3.92%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMC icon
276
Marsh & McLennan
MMC
$91.8B
$1.31M 0.07%
5,349
+505
ITOT icon
277
iShares Core S&P Total US Stock Market ETF
ITOT
$79.9B
$1.3M 0.07%
10,687
-167
TT icon
278
Trane Technologies
TT
$95B
$1.29M 0.07%
3,834
-5
LRCX icon
279
Lam Research
LRCX
$197B
$1.27M 0.06%
17,449
+5,517
IQV icon
280
IQVIA
IQV
$37B
$1.27M 0.06%
7,189
-4,746
VIS icon
281
Vanguard Industrials ETF
VIS
$6.4B
$1.26M 0.06%
5,082
-596
BMY icon
282
Bristol-Myers Squibb
BMY
$88.1B
$1.24M 0.06%
20,413
+3,025
IWD icon
283
iShares Russell 1000 Value ETF
IWD
$65.7B
$1.24M 0.06%
6,594
-9,136
LIN icon
284
Linde
LIN
$210B
$1.21M 0.06%
2,594
+631
TTE icon
285
TotalEnergies
TTE
$135B
$1.2M 0.06%
+18,615
EPD icon
286
Enterprise Products Partners
EPD
$67.1B
$1.17M 0.06%
34,363
+2,431
EFV icon
287
iShares MSCI EAFE Value ETF
EFV
$27.8B
$1.17M 0.06%
19,791
+11,046
FJAN icon
288
FT Vest US Equity Buffer ETF January
FJAN
$1.13B
$1.16M 0.06%
+26,265
SCHF icon
289
Schwab International Equity ETF
SCHF
$53.2B
$1.16M 0.06%
58,747
+140
GLW icon
290
Corning
GLW
$76.1B
$1.16M 0.06%
25,353
-65,807
FSK icon
291
FS KKR Capital
FSK
$4.33B
$1.16M 0.06%
55,401
-20,839
AIG icon
292
American International
AIG
$44B
$1.15M 0.06%
13,259
-3,057
PSQ icon
293
ProShares Short QQQ
PSQ
$511M
$1.14M 0.06%
+28,025
PEY icon
294
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.11B
$1.14M 0.06%
52,866
-4,288
ADI icon
295
Analog Devices
ADI
$120B
$1.12M 0.06%
5,560
+1,650
AZO icon
296
AutoZone
AZO
$63.5B
$1.12M 0.06%
294
+16
SO icon
297
Southern Company
SO
$105B
$1.12M 0.06%
12,164
-242
ECL icon
298
Ecolab
ECL
$78.6B
$1.11M 0.06%
4,373
+20
IR icon
299
Ingersoll Rand
IR
$31.9B
$1.11M 0.06%
13,852
-1,018
NKE icon
300
Nike
NKE
$101B
$1.1M 0.06%
17,333
-3,185
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12
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