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
IRM icon
426
Iron Mountain
IRM
$24.6B
$754K 0.03%
7,394
-620
EFG icon
427
iShares MSCI EAFE Growth ETF
EFG
$9.41B
$746K 0.03%
6,555
-3,251
FSLR icon
428
First Solar
FSLR
$27.3B
$744K 0.03%
3,373
+410
FVD icon
429
First Trust Value Line Dividend Fund
FVD
$8.51B
$743K 0.03%
16,073
-410
BSX icon
430
Boston Scientific
BSX
$137B
$739K 0.03%
7,574
+691
HLT icon
431
Hilton Worldwide
HLT
$65.1B
$739K 0.03%
2,850
-1,590
NUE icon
432
Nucor
NUE
$37.8B
$736K 0.03%
5,431
-4,582
IGF icon
433
iShares Global Infrastructure ETF
IGF
$8.86B
$732K 0.03%
11,971
+99
ITB icon
434
iShares US Home Construction ETF
ITB
$2.74B
$725K 0.03%
+6,757
AMP icon
435
Ameriprise Financial
AMP
$45.9B
$720K 0.03%
1,466
-19
EA icon
436
Electronic Arts
EA
$51B
$718K 0.03%
3,561
+654
PEY icon
437
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.05B
$716K 0.03%
34,003
-2,741
VOE icon
438
Vanguard Mid-Cap Value ETF
VOE
$20B
$714K 0.03%
4,090
-665
AER icon
439
AerCap
AER
$23.8B
$708K 0.03%
5,853
+840
WBD icon
440
Warner Bros
WBD
$74.3B
$705K 0.03%
36,074
-128
TMFC icon
441
Motley Fool 100 Index ETF
TMFC
$1.87B
$703K 0.03%
9,972
+6,130
MHN icon
442
BlackRock MuniHoldings New Yrok Quality Fund
MHN
$311M
$703K 0.03%
68,753
-223
LEN icon
443
Lennar Class A
LEN
$29.5B
$702K 0.03%
5,572
+714
VNQI icon
444
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
$702K 0.03%
14,703
+183
SCHC icon
445
Schwab International Small-Cap Equity ETF
SCHC
$4.81B
$701K 0.03%
15,408
-297
XLRE icon
446
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.37B
$698K 0.03%
16,572
-11,083
FAST icon
447
Fastenal
FAST
$48.2B
$695K 0.03%
14,165
-2,064
MDYG icon
448
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.47B
$692K 0.03%
7,553
-1,186
TBLL icon
449
Invesco Short Term Treasury ETF
TBLL
$2.24B
$688K 0.03%
6,511
-594
TFC icon
450
Truist Financial
TFC
$63.8B
$688K 0.03%
15,038
-785
16 17
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