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
VTI icon
26
Vanguard Total Stock Market ETF
VTI
$553B
$14.7M 0.67%
48,462
+1,158
MUB icon
27
iShares National Muni Bond ETF
MUB
$40.4B
$14.2M 0.64%
135,969
+5,794
IJH icon
28
iShares Core S&P Mid-Cap ETF
IJH
$101B
$13.7M 0.62%
221,335
-33,386
DFAC icon
29
Dimensional US Core Equity 2 ETF
DFAC
$38.7B
$13.4M 0.61%
374,658
+4,045
IEUR icon
30
iShares Core MSCI Europe ETF
IEUR
$6.84B
$13.2M 0.6%
199,161
-7,160
PANW icon
31
Palo Alto Networks
PANW
$147B
$12.8M 0.58%
62,529
+1,471
PODD icon
32
Insulet
PODD
$22.6B
$12.7M 0.57%
40,458
+2,229
CRWD icon
33
CrowdStrike
CRWD
$132B
$12.2M 0.55%
23,869
+91
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.06T
$12.1M 0.55%
24,865
+2,334
PLTR icon
35
Palantir
PLTR
$438B
$12M 0.54%
87,929
+55,447
VV icon
36
Vanguard Large-Cap ETF
VV
$46.9B
$11.9M 0.54%
41,733
+39,473
SCHG icon
37
Schwab US Large-Cap Growth ETF
SCHG
$53B
$11.8M 0.53%
405,091
+8,643
RSP icon
38
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
$11.7M 0.53%
64,360
+27,503
URI icon
39
United Rentals
URI
$58.1B
$11.5M 0.52%
15,320
+163
VYMI icon
40
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$11.2M 0.51%
139,631
-12,445
GLD icon
41
SPDR Gold Trust
GLD
$131B
$11.1M 0.5%
36,324
+3,105
CYBR icon
42
CyberArk
CYBR
$25.8B
$11M 0.5%
27,135
+4,958
SCHV icon
43
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$10.7M 0.48%
387,017
-94,325
DGRO icon
44
iShares Core Dividend Growth ETF
DGRO
$35.8B
$10.1M 0.46%
158,002
-16,629
SUB icon
45
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$10M 0.45%
94,218
+29,544
AVO icon
46
Mission Produce
AVO
$821M
$9.86M 0.45%
841,040
+40
IWM icon
47
iShares Russell 2000 ETF
IWM
$71.6B
$9.85M 0.44%
45,658
-7,503
VWO icon
48
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$9.83M 0.44%
198,651
-3,719
ORCL icon
49
Oracle
ORCL
$808B
$9.54M 0.43%
43,652
+20,403
EFA icon
50
iShares MSCI EAFE ETF
EFA
$68.5B
$9.45M 0.43%
105,761
+36,578
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