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
IBDS icon
301
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$1.35M 0.06%
55,633
+250
JEPQ icon
302
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.4B
$1.35M 0.06%
24,801
+7,066
BUCK icon
303
Simplify Stable Income ETF
BUCK
$354M
$1.34M 0.06%
56,776
+44,565
OKE icon
304
Oneok
OKE
$43.5B
$1.32M 0.06%
16,132
-24,541
NUE icon
305
Nucor
NUE
$32.6B
$1.3M 0.06%
10,013
+4,959
FAUG icon
306
FT Vest US Equity Buffer ETF August
FAUG
$1.02B
$1.27M 0.06%
26,002
+5,282
NKE icon
307
Nike
NKE
$101B
$1.24M 0.06%
17,434
+101
MGK icon
308
Vanguard Mega Cap Growth ETF
MGK
$32B
$1.23M 0.06%
+3,368
FJAN icon
309
FT Vest US Equity Buffer ETF January
FJAN
$1.13B
$1.22M 0.06%
25,626
-639
TLH icon
310
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$1.21M 0.05%
11,953
+2,456
LIN icon
311
Linde
LIN
$210B
$1.21M 0.05%
2,578
-16
MMC icon
312
Marsh & McLennan
MMC
$91.8B
$1.19M 0.05%
5,440
+91
UBER icon
313
Uber
UBER
$200B
$1.18M 0.05%
12,676
-229
HLT icon
314
Hilton Worldwide
HLT
$62.3B
$1.18M 0.05%
4,440
+1,774
APP icon
315
Applovin
APP
$214B
$1.18M 0.05%
3,367
+2,453
IWO icon
316
iShares Russell 2000 Growth ETF
IWO
$13.5B
$1.17M 0.05%
4,101
-159
VIS icon
317
Vanguard Industrials ETF
VIS
$6.4B
$1.17M 0.05%
4,181
-901
ADSK icon
318
Autodesk
ADSK
$66.5B
$1.17M 0.05%
+3,772
VNOM icon
319
Viper Energy
VNOM
$6.33B
$1.17M 0.05%
30,570
-183
BITQ icon
320
Bitwise Crypto Industry Innovators ETF
BITQ
$538M
$1.16M 0.05%
+58,996
PGF icon
321
Invesco Financial Preferred ETF
PGF
$799M
$1.15M 0.05%
81,734
-83,839
MGC icon
322
Vanguard Mega Cap 300 Index ETF
MGC
$8.46B
$1.15M 0.05%
5,113
+1,789
EMLP icon
323
First Trust North American Energy Infrastructure Fund
EMLP
$3.33B
$1.15M 0.05%
30,589
+14,390
XLRE icon
324
Real Estate Select Sector SPDR Fund
XLRE
$7.97B
$1.15M 0.05%
27,655
+1,572
IQV icon
325
IQVIA
IQV
$37B
$1.13M 0.05%
7,165
-24
11 12
13
14 15