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
AMP icon
401
Ameriprise Financial
AMP
$45.7B
$792K 0.04%
1,485
+101
TRV icon
402
Travelers Companies
TRV
$60.3B
$787K 0.04%
2,943
+941
CWS icon
403
AdvisorShares Focused Equity ETF
CWS
$192M
$787K 0.04%
11,245
+824
VOE icon
404
Vanguard Mid-Cap Value ETF
VOE
$19.2B
$782K 0.04%
4,755
+580
BAND icon
405
Bandwidth Inc
BAND
$511M
$776K 0.04%
48,808
BINC icon
406
BlackRock Flexible Income ETF
BINC
$12.6B
$770K 0.03%
14,574
+3,903
APD icon
407
Air Products & Chemicals
APD
$56.9B
$761K 0.03%
2,697
+70
MDYG icon
408
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.47B
$759K 0.03%
8,739
-230
WELL icon
409
Welltower
WELL
$122B
$755K 0.03%
4,909
+67
XYL icon
410
Xylem
XYL
$36.4B
$752K 0.03%
5,810
+198
USB icon
411
US Bancorp
USB
$74.4B
$752K 0.03%
16,608
+371
PEY icon
412
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.11B
$750K 0.03%
36,744
-16,122
TBLL icon
413
Invesco Short Term Treasury ETF
TBLL
$2.22B
$750K 0.03%
+7,105
SHEL icon
414
Shell
SHEL
$217B
$748K 0.03%
10,626
-30,625
WEC icon
415
WEC Energy
WEC
$37.6B
$740K 0.03%
7,102
-33
BSX icon
416
Boston Scientific
BSX
$152B
$739K 0.03%
6,883
+47
STIP icon
417
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$739K 0.03%
7,179
+876
STX icon
418
Seagate
STX
$49.1B
$738K 0.03%
5,110
-85
UVXY icon
419
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$600M
$737K 0.03%
+39,300
FVD icon
420
First Trust Value Line Dividend Fund
FVD
$9.06B
$737K 0.03%
16,483
-2,262
HDV icon
421
iShares Core High Dividend ETF
HDV
$11.7B
$730K 0.03%
6,233
+1
SH icon
422
ProShares Short S&P500
SH
$1.17B
$730K 0.03%
18,395
+2,109
FDRR icon
423
Fidelity Dividend ETF for Rising Rates
FDRR
$640M
$721K 0.03%
13,300
PSX icon
424
Phillips 66
PSX
$54.7B
$714K 0.03%
5,982
+440
CDNS icon
425
Cadence Design Systems
CDNS
$95.8B
$710K 0.03%
2,305
+5
15 16
17
18 19