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
REG icon
426
Regency Centers
REG
$13.3B
$593K 0.03%
+8,043
TJX icon
427
TJX Companies
TJX
$159B
$589K 0.03%
4,840
-383
SOFI icon
428
SoFi Technologies
SOFI
$35.9B
$588K 0.03%
50,524
+750
OGE icon
429
OGE Energy
OGE
$9.36B
$588K 0.03%
12,783
CDNS icon
430
Cadence Design Systems
CDNS
$95.8B
$585K 0.03%
2,300
-1,106
VV icon
431
Vanguard Large-Cap ETF
VV
$47.5B
$581K 0.03%
2,260
-495
ICF icon
432
iShares Select U.S. REIT ETF
ICF
$1.96B
$580K 0.03%
9,426
-288
PFF icon
433
iShares Preferred and Income Securities ETF
PFF
$14.7B
$578K 0.03%
18,807
-1,941
CCOR icon
434
Core Alternative Capital
CCOR
$44.1M
$575K 0.03%
21,508
-5,963
LYB icon
435
LyondellBasell Industries
LYB
$15.8B
$570K 0.03%
8,093
+60
SCHC icon
436
Schwab International Small-Cap Equity ETF
SCHC
$5.42B
$567K 0.03%
15,816
-332
SONY icon
437
Sony
SONY
$172B
$559K 0.03%
22,025
-407
BINC icon
438
BlackRock Flexible Income ETF
BINC
$12.6B
$559K 0.03%
+10,671
DGX icon
439
Quest Diagnostics
DGX
$20.1B
$556K 0.03%
3,285
+1,281
RDVY icon
440
First Trust Rising Dividend Achievers ETF
RDVY
$17.4B
$555K 0.03%
9,477
+631
DHT icon
441
DHT Holdings
DHT
$2.05B
$548K 0.03%
52,206
+110
GVI icon
442
iShares Intermediate Government/Credit Bond ETF
GVI
$3.74B
$541K 0.03%
5,099
-134
SHV icon
443
iShares Short Treasury Bond ETF
SHV
$20.7B
$538K 0.03%
4,871
-134
ANET icon
444
Arista Networks
ANET
$197B
$530K 0.03%
6,845
-10,031
NTAP icon
445
NetApp
NTAP
$23.4B
$529K 0.03%
6,027
-23,364
TRV icon
446
Travelers Companies
TRV
$60.3B
$529K 0.03%
2,002
-22
EMXC icon
447
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
$527K 0.03%
+9,574
NUBD icon
448
Nuveen ESG US Aggregate Bond ETF
NUBD
$426M
$526K 0.03%
+23,688
VRSN icon
449
VeriSign
VRSN
$22.9B
$522K 0.03%
2,055
+323
AER icon
450
AerCap
AER
$21.6B
$512K 0.03%
5,007
-17
16 17
18
19 20