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
BXSL icon
451
Blackstone Secured Lending
BXSL
$6.22B
$608K 0.03%
19,772
-1,896
VRSN icon
452
VeriSign
VRSN
$22.9B
$608K 0.03%
2,104
+49
RWK icon
453
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.05B
$607K 0.03%
5,197
+905
MSCI icon
454
MSCI
MSCI
$42.3B
$606K 0.03%
1,051
+183
SONY icon
455
Sony
SONY
$172B
$606K 0.03%
23,283
+1,258
IBHE icon
456
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$488M
$603K 0.03%
+25,929
THC icon
457
Tenet Healthcare
THC
$19.1B
$601K 0.03%
+3,414
TJX icon
458
TJX Companies
TJX
$159B
$598K 0.03%
4,842
+2
TXT icon
459
Textron
TXT
$14.2B
$589K 0.03%
7,337
-1,025
AER icon
460
AerCap
AER
$21.6B
$587K 0.03%
5,013
+6
PKG icon
461
Packaging Corp of America
PKG
$18.6B
$586K 0.03%
3,111
+4
WMB icon
462
Williams Companies
WMB
$70.4B
$585K 0.03%
9,308
-657
FXH icon
463
First Trust Health Care AlphaDEX Fund
FXH
$953M
$578K 0.03%
5,576
-2,445
ICF icon
464
iShares Select U.S. REIT ETF
ICF
$1.96B
$576K 0.03%
9,426
FPI
465
Farmland Partners
FPI
$453M
$575K 0.03%
+49,971
PWR icon
466
Quanta Services
PWR
$65.8B
$568K 0.03%
1,503
+104
OGE icon
467
OGE Energy
OGE
$9.36B
$567K 0.03%
12,783
ETHT
468
ProShares Ultra Ether ETF
ETHT
$550M
$567K 0.03%
14,360
+3,525
UDN icon
469
Invesco DB US Dollar Index Bearish Fund
UDN
$149M
$566K 0.03%
+29,941
CCOR icon
470
Core Alternative Capital
CCOR
$44.1M
$563K 0.03%
20,970
-538
OUNZ icon
471
VanEck Merk Gold Trust
OUNZ
$2.19B
$563K 0.03%
17,649
-11,803
IWP icon
472
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$561K 0.03%
4,048
GDDY icon
473
GoDaddy
GDDY
$18.3B
$551K 0.02%
+3,062
RF icon
474
Regions Financial
RF
$21.6B
$551K 0.02%
23,424
+3,708
GVI icon
475
iShares Intermediate Government/Credit Bond ETF
GVI
$3.74B
$550K 0.02%
5,146
+47
17 18
19
20 21