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
FIDU icon
476
Fidelity MSCI Industrials Index ETF
FIDU
$1.56B
$539K 0.02%
6,955
-4,406
LEN icon
477
Lennar Class A
LEN
$32.8B
$537K 0.02%
+4,858
SHV icon
478
iShares Short Treasury Bond ETF
SHV
$20.7B
$535K 0.02%
4,849
-22
LGOV icon
479
First Trust Long Duration Opportunities ETF
LGOV
$671M
$531K 0.02%
24,812
+2,504
WTAI icon
480
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$360M
$530K 0.02%
21,571
+1,531
NTNX icon
481
Nutanix
NTNX
$18.8B
$527K 0.02%
6,892
+221
VOT icon
482
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
$527K 0.02%
1,852
+21
SLYG icon
483
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.64B
$520K 0.02%
5,858
-46
SPYD icon
484
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.38B
$518K 0.02%
12,200
-3,354
UWM icon
485
ProShares Ultra Russell2000
UWM
$283M
$514K 0.02%
13,635
+931
STAG icon
486
STAG Industrial
STAG
$7.2B
$514K 0.02%
14,155
+1,884
XSEP icon
487
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$130M
$510K 0.02%
12,555
DON icon
488
WisdomTree US MidCap Dividend Fund
DON
$3.75B
$504K 0.02%
10,050
MINT icon
489
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$504K 0.02%
5,010
+48
FTQI icon
490
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$725M
$499K 0.02%
25,501
+14,043
VLUE icon
491
iShares MSCI USA Value Factor ETF
VLUE
$8.45B
$493K 0.02%
4,354
-41
FSLR icon
492
First Solar
FSLR
$26.6B
$490K 0.02%
2,963
+869
BWTG icon
493
Brendan Wood TopGun Index ETF
BWTG
$17.9M
$489K 0.02%
+13,580
QUS icon
494
SPDR MSCI USA StrategicFactors ETF
QUS
$1.56B
$482K 0.02%
2,955
-244
KBE icon
495
SPDR S&P Bank ETF
KBE
$1.46B
$480K 0.02%
8,602
-209
K icon
496
Kellanova
K
$28.9B
$478K 0.02%
6,015
-138
FDLO icon
497
Fidelity Low Volatility Factor ETF
FDLO
$1.36B
$477K 0.02%
7,603
-3,277
MFC icon
498
Manulife Financial
MFC
$55.6B
$477K 0.02%
14,930
+444
MNA icon
499
IQ ARB Merger Arbitrage ETF
MNA
$255M
$475K 0.02%
13,473
-51
OEF icon
500
iShares S&P 100 ETF
OEF
$27.9B
$474K 0.02%
1,559
-3
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20
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