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
$2.21B
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
FNDX icon
376
Schwab Fundamental US Large Company Index ETF
FNDX
$23.1B
$885K 0.04%
36,067
+5,155
AGGH icon
377
Simplify Aggregate Bond ETF
AGGH
$322M
$882K 0.04%
42,728
-4,397
NOC icon
378
Northrop Grumman
NOC
$96B
$880K 0.04%
1,760
-47
BUXX icon
379
Strive Enhanced Income Short Maturity ETF
BUXX
$365M
$876K 0.04%
43,132
+2,868
XLG icon
380
Invesco S&P 500 Top 50 ETF
XLG
$11.5B
$873K 0.04%
16,754
+5,856
FFEB icon
381
FT Vest US Equity Buffer ETF February
FFEB
$1.11B
$872K 0.04%
16,645
IWN icon
382
iShares Russell 2000 Value ETF
IWN
$12.9B
$870K 0.04%
5,514
FLBL icon
383
Franklin Senior Loan ETF
FLBL
$942M
$866K 0.04%
+35,721
AVUV icon
384
Avantis US Small Cap Value ETF
AVUV
$21.8B
$863K 0.04%
9,473
+185
MDT icon
385
Medtronic
MDT
$129B
$862K 0.04%
9,894
-35,164
BYD icon
386
Boyd Gaming
BYD
$6.55B
$862K 0.04%
11,025
-482
PH icon
387
Parker-Hannifin
PH
$117B
$854K 0.04%
1,223
-101
ITA icon
388
iShares US Aerospace & Defense ETF
ITA
$14.6B
$851K 0.04%
4,509
+514
UTF icon
389
Cohen & Steers Infrastructure Fund
UTF
$2.47B
$850K 0.04%
31,552
GEV icon
390
GE Vernova
GEV
$178B
$848K 0.04%
1,603
+72
NVO icon
391
Novo Nordisk
NVO
$277B
$847K 0.04%
+12,275
PRU icon
392
Prudential Financial
PRU
$37.7B
$846K 0.04%
7,879
+287
MDLZ icon
393
Mondelez International
MDLZ
$75.4B
$831K 0.04%
12,316
-319
CMG icon
394
Chipotle Mexican Grill
CMG
$54B
$825K 0.04%
14,687
-3,269
IRM icon
395
Iron Mountain
IRM
$27.7B
$822K 0.04%
8,014
+345
GRNY
396
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.27B
$814K 0.04%
35,877
+1,016
PSA icon
397
Public Storage
PSA
$49.6B
$808K 0.04%
2,752
-95
FIXD icon
398
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.45B
$804K 0.04%
18,322
+2,831
JLL icon
399
Jones Lang LaSalle
JLL
$16.7B
$803K 0.04%
+3,140
EXC icon
400
Exelon
EXC
$44.4B
$802K 0.04%
18,472
-58,335
14 15
16
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