IAN

Integrated Advisors Network Portfolio holdings

AUM $2.38B
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$5.25M
3
+$5.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.45M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.23M

Top Sells

1
+$17.4M
2
+$9.21M
3
+$7.16M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

1 Technology 15.69%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDS icon
301
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.52B
$1.39M 0.06%
56,979
+1,346
BITQ icon
302
Bitwise Crypto Industry Innovators ETF
BITQ
$394M
$1.39M 0.06%
55,247
-3,749
SYK icon
303
Stryker
SYK
$135B
$1.38M 0.06%
3,726
-45
BABA icon
304
Alibaba
BABA
$371B
$1.37M 0.06%
7,661
+1,848
STRL icon
305
Sterling Infrastructure
STRL
$9.68B
$1.36M 0.06%
3,991
-362
IQV icon
306
IQVIA
IQV
$37.9B
$1.35M 0.06%
7,126
-39
OKE icon
307
Oneok
OKE
$46.3B
$1.34M 0.06%
18,328
+2,196
IWO icon
308
iShares Russell 2000 Growth ETF
IWO
$13.4B
$1.31M 0.06%
4,089
-12
PXF icon
309
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.28B
$1.31M 0.05%
21,373
-2,864
MELI icon
310
Mercado Libre
MELI
$102B
$1.3M 0.05%
558
+194
CRWV
311
CoreWeave Inc
CRWV
$39.2B
$1.3M 0.05%
9,491
-10,527
KLAC icon
312
KLA
KLAC
$157B
$1.3M 0.05%
1,203
-315
FJAN icon
313
FT Vest US Equity Buffer ETF January
FJAN
$1.14B
$1.29M 0.05%
25,621
-5
NKE icon
314
Nike
NKE
$99.7B
$1.28M 0.05%
18,358
+924
FLOT icon
315
iShares Floating Rate Bond ETF
FLOT
$8.97B
$1.27M 0.05%
24,773
-45,829
AZO icon
316
AutoZone
AZO
$57.1B
$1.26M 0.05%
293
-5
VXUS icon
317
Vanguard Total International Stock ETF
VXUS
$115B
$1.24M 0.05%
16,904
+1,778
ADSK icon
318
Autodesk
ADSK
$63.1B
$1.24M 0.05%
3,903
+131
TMUS icon
319
T-Mobile US
TMUS
$218B
$1.23M 0.05%
5,152
+1,002
LIN icon
320
Linde
LIN
$194B
$1.22M 0.05%
2,578
EFV icon
321
iShares MSCI EAFE Value ETF
EFV
$27.7B
$1.22M 0.05%
17,980
-9,890
PXH icon
322
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.72B
$1.21M 0.05%
47,516
-10,444
CMCSA icon
323
Comcast
CMCSA
$99.2B
$1.19M 0.05%
37,913
-3,096
VIS icon
324
Vanguard Industrials ETF
VIS
$6.43B
$1.19M 0.05%
4,006
-175
SO icon
325
Southern Company
SO
$93B
$1.19M 0.05%
12,512
+294
11 12
13
14 15