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
XLRE icon
301
Real Estate Select Sector SPDR Fund
XLRE
$7.96B
$1.09M 0.06%
26,083
-121,918
SPTS icon
302
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
$1.09M 0.06%
37,261
-1,897
IWO icon
303
iShares Russell 2000 Growth ETF
IWO
$13.5B
$1.09M 0.05%
4,260
+196
PGR icon
304
Progressive
PGR
$127B
$1.08M 0.05%
3,808
+36
DFUV icon
305
Dimensional US Marketwide Value ETF
DFUV
$12.4B
$1.07M 0.05%
25,855
-5,682
WM icon
306
Waste Management
WM
$86B
$1.06M 0.05%
4,590
-840
NXPI icon
307
NXP Semiconductors
NXPI
$55.6B
$1.06M 0.05%
5,573
-12,257
KLAC icon
308
KLA
KLAC
$160B
$1.06M 0.05%
1,552
+62
AGQ icon
309
ProShares Ultra Silver
AGQ
$1.01B
$1.05M 0.05%
+22,700
VRTX icon
310
Vertex Pharmaceuticals
VRTX
$108B
$1.05M 0.05%
2,156
-924
SLV icon
311
iShares Silver Trust
SLV
$22.9B
$1.04M 0.05%
33,572
+12,759
EFG icon
312
iShares MSCI EAFE Growth ETF
EFG
$11.7B
$1.03M 0.05%
10,338
+3,393
NVR icon
313
NVR
NVR
$20.4B
$1.03M 0.05%
142
SPYV icon
314
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.4B
$1.01M 0.05%
19,720
-519
TMUS icon
315
T-Mobile US
TMUS
$247B
$1.01M 0.05%
3,773
-78
MAG
316
DELISTED
MAG Silver
MAG
$1M 0.05%
65,450
+4,200
VTIP icon
317
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$999K 0.05%
20,020
+3,650
AGGH icon
318
Simplify Aggregate Bond ETF
AGGH
$309M
$997K 0.05%
47,125
+3,497
TLH icon
319
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$985K 0.05%
+9,497
DXJ icon
320
WisdomTree Japan Hedged Equity Fund
DXJ
$4.07B
$981K 0.05%
8,901
+3,600
PULS icon
321
PGIM Ultra Short Bond ETF
PULS
$12.6B
$966K 0.05%
19,420
-28,170
C icon
322
Citigroup
C
$181B
$964K 0.05%
13,585
-33,324
SOXL icon
323
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$17.2B
$959K 0.05%
+60,144
HYLS icon
324
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.69B
$945K 0.05%
23,037
-4,367
FAUG icon
325
FT Vest US Equity Buffer ETF August
FAUG
$1.02B
$942K 0.05%
20,720
+757
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13
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