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
$2.21B
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
$1.65B
$539K 0.02%
6,955
-4,406
LEN icon
477
Lennar Class A
LEN
$27.6B
$537K 0.02%
+4,858
SHV icon
478
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
$535K 0.02%
4,849
-22
LGOV icon
479
First Trust Long Duration Opportunities ETF
LGOV
$670M
$531K 0.02%
24,812
+2,504
WTAI icon
480
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$436M
$530K 0.02%
21,571
+1,531
NTNX icon
481
Nutanix
NTNX
$11.6B
$527K 0.02%
6,892
+221
VOT icon
482
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$527K 0.02%
1,852
+21
SLYG icon
483
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.77B
$520K 0.02%
5,858
-46
SPYD icon
484
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.49B
$518K 0.02%
12,200
-3,354
UWM icon
485
ProShares Ultra Russell2000
UWM
$287M
$514K 0.02%
13,635
+931
STAG icon
486
STAG Industrial
STAG
$6.84B
$514K 0.02%
14,155
+1,884
XSEP icon
487
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$103M
$510K 0.02%
12,555
DON icon
488
WisdomTree US MidCap Dividend Fund
DON
$3.84B
$504K 0.02%
10,050
MINT icon
489
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.7B
$504K 0.02%
5,010
+48
FTQI icon
490
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$765M
$499K 0.02%
25,501
+14,043
VLUE icon
491
iShares MSCI USA Value Factor ETF
VLUE
$9.26B
$493K 0.02%
4,354
-41
FSLR icon
492
First Solar
FSLR
$26B
$490K 0.02%
2,963
+869
BWTG icon
493
Brendan Wood TopGun Index ETF
BWTG
$19.7M
$489K 0.02%
+13,580
QUS icon
494
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.57B
$482K 0.02%
2,955
-244
KBE icon
495
State Street SPDR S&P Bank ETF
KBE
$1.4B
$480K 0.02%
8,602
-209
K
496
DELISTED
Kellanova
K
$478K 0.02%
6,015
-138
FDLO icon
497
Fidelity Low Volatility Factor ETF
FDLO
$1.47B
$477K 0.02%
7,603
-3,277
MFC icon
498
Manulife Financial
MFC
$62B
$477K 0.02%
14,930
+444
MNA icon
499
IQ ARB Merger Arbitrage ETF
MNA
$263M
$475K 0.02%
13,473
-51
OEF icon
500
iShares S&P 100 ETF
OEF
$29.2B
$474K 0.02%
1,559
-3
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20
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