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
WM icon
351
Waste Management
WM
$86.1B
$1M 0.05%
4,376
-214
NSC icon
352
Norfolk Southern
NSC
$63.1B
$995K 0.04%
3,888
-2,101
TMUS icon
353
T-Mobile US
TMUS
$247B
$989K 0.04%
4,150
+377
EZU icon
354
iShare MSCI Eurozone ETF
EZU
$8.1B
$988K 0.04%
16,618
+1,603
PGR icon
355
Progressive
PGR
$127B
$983K 0.04%
3,685
-123
AG icon
356
First Majestic Silver
AG
$6.1B
$978K 0.04%
118,255
+104,150
LIEN
357
Chicago Atlantic BDC
LIEN
$235M
$975K 0.04%
+94,187
SDS icon
358
ProShares UltraShort S&P500
SDS
$449M
$973K 0.04%
58,415
-1,550,377
ROK icon
359
Rockwell Automation
ROK
$40.8B
$972K 0.04%
2,925
-226
MAG
360
DELISTED
MAG Silver
MAG
$971K 0.04%
45,950
-19,500
DUHP icon
361
Dimensional US High Profitability ETF
DUHP
$9.83B
$966K 0.04%
27,157
FCPI icon
362
Fidelity Stocks for Inflation ETF
FCPI
$246M
$961K 0.04%
20,605
ITW icon
363
Illinois Tool Works
ITW
$72B
$959K 0.04%
3,877
-1,885
MELI icon
364
Mercado Libre
MELI
$116B
$952K 0.04%
364
+179
INTU icon
365
Intuit
INTU
$191B
$952K 0.04%
1,209
+192
DFEB icon
366
FT Vest US Equity Deep Buffer ETF February
DFEB
$412M
$949K 0.04%
+21,260
VTIP icon
367
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$944K 0.04%
18,787
-1,233
BMY icon
368
Bristol-Myers Squibb
BMY
$88.3B
$939K 0.04%
20,287
-126
ADP icon
369
Automatic Data Processing
ADP
$114B
$930K 0.04%
3,017
-1,900
KGC icon
370
Kinross Gold
KGC
$27.7B
$928K 0.04%
59,400
+800
VRTX icon
371
Vertex Pharmaceuticals
VRTX
$108B
$926K 0.04%
2,080
-76
PRFZ icon
372
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.87B
$926K 0.04%
22,770
+17,063
GILD icon
373
Gilead Sciences
GILD
$149B
$926K 0.04%
8,350
+212
DGT icon
374
SPDR Global Dow ETF
DGT
$517M
$897K 0.04%
+5,952
DEFT
375
Defi Technologies
DEFT
$810M
$887K 0.04%
+302,723
13 14
15
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