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
AIQ icon
376
Global X Artificial Intelligence & Technology ETF
AIQ
$7.03B
$921K 0.04%
18,642
+13,911
EXPE icon
377
Expedia Group
EXPE
$33.6B
$917K 0.04%
+4,291
INTU icon
378
Intuit
INTU
$187B
$913K 0.04%
1,337
+128
FFEB icon
379
FT Vest US Equity Buffer ETF February
FFEB
$1.16B
$912K 0.04%
16,545
-100
NVO icon
380
Novo Nordisk
NVO
$223B
$910K 0.04%
16,394
+4,119
JLL icon
381
Jones Lang LaSalle
JLL
$15.8B
$901K 0.04%
3,021
-119
BUXX icon
382
Strive Enhanced Income Short Maturity ETF
BUXX
$349M
$896K 0.04%
44,189
+1,057
PGR icon
383
Progressive
PGR
$138B
$893K 0.04%
3,618
-67
WELL icon
384
Welltower
WELL
$128B
$890K 0.04%
4,998
+89
PRFZ icon
385
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.67B
$889K 0.04%
19,577
-3,193
ADP icon
386
Automatic Data Processing
ADP
$108B
$886K 0.04%
3,019
+2
SDS icon
387
ProShares UltraShort S&P500
SDS
$375M
$885K 0.04%
12,255
+572
USB icon
388
US Bancorp
USB
$83B
$885K 0.04%
18,310
+1,702
LIEN
389
Chicago Atlantic BDC
LIEN
$249M
$881K 0.04%
83,881
-10,306
ACWX icon
390
iShares MSCI ACWI ex US ETF
ACWX
$7.44B
$870K 0.04%
+13,387
PRU icon
391
Prudential Financial
PRU
$40.9B
$858K 0.04%
8,270
+391
FLBL icon
392
Franklin Senior Loan ETF
FLBL
$961M
$858K 0.04%
35,714
-7
ASML icon
393
ASML
ASML
$420B
$856K 0.04%
884
+25
MTUM icon
394
iShares MSCI USA Momentum Factor ETF
MTUM
$20.5B
$856K 0.04%
3,337
+527
GD icon
395
General Dynamics
GD
$91.2B
$848K 0.04%
2,487
+65
FDLO icon
396
Fidelity Low Volatility Factor ETF
FDLO
$1.49B
$843K 0.04%
12,791
+5,188
LHX icon
397
L3Harris
LHX
$53.7B
$842K 0.04%
2,757
+885
XYL icon
398
Xylem
XYL
$33.4B
$840K 0.04%
5,695
-115
SHLD icon
399
Global X Defense Tech ETF
SHLD
$4.98B
$836K 0.04%
+11,909
TMO icon
400
Thermo Fisher Scientific
TMO
$215B
$831K 0.03%
1,712
+189
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