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
VYM icon
26
Vanguard High Dividend Yield ETF
VYM
$68.9B
$16.8M 0.71%
119,370
-863
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$566B
$15.9M 0.67%
48,543
+81
BSCP icon
28
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.29B
$15.3M 0.64%
741,898
-13,435
CRWD icon
29
CrowdStrike
CRWD
$127B
$15.3M 0.64%
31,289
+7,420
GLD icon
30
SPDR Gold Trust
GLD
$145B
$15.3M 0.64%
43,055
+6,731
COST icon
31
Costco
COST
$392B
$15.2M 0.64%
16,382
+184
META icon
32
Meta Platforms (Facebook)
META
$1.62T
$15.1M 0.63%
20,565
+20
IJH icon
33
iShares Core S&P Mid-Cap ETF
IJH
$103B
$14.7M 0.62%
225,410
+4,075
PODD icon
34
Insulet
PODD
$20.8B
$14.4M 0.6%
46,635
+6,177
CYBR icon
35
CyberArk
CYBR
$23.3B
$14.4M 0.6%
29,751
+2,616
DFAC icon
36
Dimensional US Core Equity 2 ETF
DFAC
$40B
$14.3M 0.6%
369,579
-5,079
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.07T
$13.4M 0.56%
26,605
+1,740
IEUR icon
38
iShares Core MSCI Europe ETF
IEUR
$6.9B
$13.2M 0.55%
193,190
-5,971
SCHG icon
39
Schwab US Large-Cap Growth ETF
SCHG
$52B
$12.5M 0.53%
392,764
-12,327
VV icon
40
Vanguard Large-Cap ETF
VV
$47B
$12.3M 0.51%
39,812
-1,921
VYMI icon
41
Vanguard International High Dividend Yield ETF
VYMI
$14.1B
$11.8M 0.5%
139,915
+284
IWM icon
42
iShares Russell 2000 ETF
IWM
$73.4B
$11M 0.46%
45,428
-230
SCHV icon
43
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$11M 0.46%
376,540
-10,477
AGG icon
44
iShares Core US Aggregate Bond ETF
AGG
$134B
$10.8M 0.45%
107,526
+42,172
EMB icon
45
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
$10.3M 0.43%
108,681
+28,432
LLY icon
46
Eli Lilly
LLY
$916B
$10.3M 0.43%
13,556
+1,796
DGRO icon
47
iShares Core Dividend Growth ETF
DGRO
$35.9B
$10.3M 0.43%
150,842
-7,160
VWO icon
48
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$10.3M 0.43%
189,471
-9,180
EFA icon
49
iShares MSCI EAFE ETF
EFA
$69.9B
$10.2M 0.43%
108,735
+2,974
AVO icon
50
Mission Produce
AVO
$889M
$10.1M 0.42%
841,040
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