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
TSLA icon
26
Tesla
TSLA
$1.44T
$12.6M 0.64%
48,804
-502
IEUR icon
27
iShares Core MSCI Europe ETF
IEUR
$6.84B
$12.4M 0.63%
+206,321
DFAC icon
28
Dimensional US Core Equity 2 ETF
DFAC
$38.7B
$12.2M 0.62%
370,613
-21,794
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.06T
$12M 0.61%
22,531
-2,750
VYMI icon
30
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$11.2M 0.57%
152,076
+7,499
ABBV icon
31
AbbVie
ABBV
$403B
$11.2M 0.57%
53,458
+10,856
META icon
32
Meta Platforms (Facebook)
META
$1.85T
$11M 0.55%
19,081
-4,040
DIA icon
33
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.3B
$10.8M 0.55%
25,810
+13,554
DGRO icon
34
iShares Core Dividend Growth ETF
DGRO
$35.8B
$10.8M 0.54%
174,631
+47,743
XLV icon
35
Health Care Select Sector SPDR Fund
XLV
$36B
$10.6M 0.54%
72,799
+5,151
IWM icon
36
iShares Russell 2000 ETF
IWM
$71.6B
$10.6M 0.54%
53,161
+109
IVW icon
37
iShares S&P 500 Growth ETF
IVW
$67.1B
$10.5M 0.53%
113,420
+75,118
PANW icon
38
Palo Alto Networks
PANW
$147B
$10.4M 0.53%
61,058
-19,450
IBDQ icon
39
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$10.3M 0.52%
408,839
+106,047
CVX icon
40
Chevron
CVX
$313B
$10.3M 0.52%
61,381
-898
AVGO icon
41
Broadcom
AVGO
$1.67T
$10.3M 0.52%
61,265
-42,154
JEPI icon
42
JPMorgan Equity Premium Income ETF
JEPI
$41.7B
$10M 0.51%
175,856
-172,945
PODD icon
43
Insulet
PODD
$22.6B
$10M 0.51%
38,229
-27,540
SCHG icon
44
Schwab US Large-Cap Growth ETF
SCHG
$53B
$9.93M 0.5%
396,448
-5,993
PG icon
45
Procter & Gamble
PG
$357B
$9.88M 0.5%
57,972
-2,625
VEA icon
46
Vanguard FTSE Developed Markets ETF
VEA
$180B
$9.78M 0.49%
192,475
+4,157
GLD icon
47
SPDR Gold Trust
GLD
$131B
$9.57M 0.48%
33,219
-2,224
URI icon
48
United Rentals
URI
$58.1B
$9.5M 0.48%
15,157
-72
AGG icon
49
iShares Core US Aggregate Bond ETF
AGG
$133B
$9.26M 0.47%
93,653
+27,934
VWO icon
50
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$9.16M 0.46%
202,370
-8,451
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