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
AXON icon
401
Axon Enterprise
AXON
$58.8B
$656K 0.03%
+1,248
GD icon
402
General Dynamics
GD
$95.6B
$655K 0.03%
2,404
-71
PALC icon
403
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$291M
$655K 0.03%
13,663
-446
STIP icon
404
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$652K 0.03%
6,303
+262
DBEF icon
405
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.39B
$642K 0.03%
14,817
+8,490
BAND icon
406
Bandwidth Inc
BAND
$511M
$639K 0.03%
48,808
CLX icon
407
Clorox
CLX
$14.1B
$639K 0.03%
4,338
+2,148
GRNY
408
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.95B
$634K 0.03%
+34,861
PCAR icon
409
PACCAR
PCAR
$53.1B
$628K 0.03%
6,448
-4,093
FRO icon
410
Frontline
FRO
$5.31B
$626K 0.03%
42,149
-1,334
INTU icon
411
Intuit
INTU
$191B
$625K 0.03%
1,017
-424
CMI icon
412
Cummins
CMI
$58B
$617K 0.03%
1,968
+16
PKG icon
413
Packaging Corp of America
PKG
$18.6B
$615K 0.03%
3,107
+12
PYPL icon
414
PayPal
PYPL
$67.1B
$615K 0.03%
9,419
+2,647
VNQI icon
415
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
$613K 0.03%
15,162
+14
ITA icon
416
iShares US Aerospace & Defense ETF
ITA
$12B
$612K 0.03%
3,995
-405
MSI icon
417
Motorola Solutions
MSI
$74B
$609K 0.03%
1,391
+657
NUE icon
418
Nucor
NUE
$33.1B
$608K 0.03%
5,054
+2,525
EMLP icon
419
First Trust North American Energy Infrastructure Fund
EMLP
$3.34B
$607K 0.03%
16,199
-500
HLT icon
420
Hilton Worldwide
HLT
$61.9B
$607K 0.03%
2,666
-743
TEL icon
421
TE Connectivity
TEL
$70B
$606K 0.03%
4,288
-80
TXT icon
422
Textron
TXT
$14.2B
$604K 0.03%
8,362
-2,837
ASML icon
423
ASML
ASML
$411B
$597K 0.03%
901
-125
WMB icon
424
Williams Companies
WMB
$70.4B
$596K 0.03%
9,965
-164
SKX
425
DELISTED
Skechers
SKX
$594K 0.03%
10,455
-4,445