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
AGQ icon
451
ProShares Ultra Silver
AGQ
$1.74B
$687K 0.03%
+9,015
ED icon
452
Consolidated Edison
ED
$35.2B
$682K 0.03%
6,785
-107
RDDT icon
453
Reddit
RDDT
$42.6B
$681K 0.03%
2,963
+145
FSK icon
454
FS KKR Capital
FSK
$4.31B
$678K 0.03%
45,415
-3,341
SH icon
455
ProShares Short S&P500
SH
$1.18B
$678K 0.03%
18,342
-53
RGLD icon
456
Royal Gold
RGLD
$18.5B
$671K 0.03%
3,347
+2,037
ITA icon
457
iShares US Aerospace & Defense ETF
ITA
$12.2B
$668K 0.03%
3,193
-1,316
PKG icon
458
Packaging Corp of America
PKG
$18.5B
$664K 0.03%
3,045
-66
SPIB icon
459
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$660K 0.03%
19,478
-39
KBE icon
460
State Street SPDR S&P Bank ETF
KBE
$1.42B
$657K 0.03%
11,049
+2,447
SONY icon
461
Sony
SONY
$160B
$656K 0.03%
22,772
-511
OUNZ icon
462
VanEck Merk Gold Trust
OUNZ
$2.45B
$644K 0.03%
17,307
-342
RF icon
463
Regions Financial
RF
$24.2B
$620K 0.03%
23,529
+105
TXT icon
464
Textron
TXT
$15.4B
$600K 0.03%
7,103
-234
GRNY
465
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.8B
$597K 0.03%
23,883
-11,994
OGE icon
466
OGE Energy
OGE
$8.87B
$592K 0.02%
12,803
+20
ICF icon
467
iShares Select U.S. REIT ETF
ICF
$1.88B
$591K 0.02%
9,597
+171
WMB icon
468
Williams Companies
WMB
$73B
$589K 0.02%
9,295
-13
VRSN icon
469
VeriSign
VRSN
$22.4B
$586K 0.02%
2,095
-9
CMG icon
470
Chipotle Mexican Grill
CMG
$47.8B
$585K 0.02%
14,931
+244
IWP icon
471
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$577K 0.02%
4,048
DEFT
472
Defi Technologies
DEFT
$421M
$564K 0.02%
267,510
-35,213
MPC icon
473
Marathon Petroleum
MPC
$55.8B
$563K 0.02%
2,919
+777
PAYX icon
474
Paychex
PAYX
$41.5B
$559K 0.02%
4,410
+101
GVI icon
475
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$556K 0.02%
5,178
+32
17 18
19
20 21