IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
1-Year Return
21.59%
This Quarter Return
+12.22%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$2.21B
AUM Growth
+$237M
(+12%)
Cap. Flow
+$95.9M
Cap. Flow
% of AUM
4.33%
Top 10 Holdings %
Top 10 Hldgs %
21.81%
Holding
795
New
92
Increased
320
Reduced
295
Closed
58
Top Buys
| 1 |
iShares Core S&P US Value ETF
IUSV
|
+$16.6M |
| 2 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$15.6M |
| 3 |
Vanguard Large-Cap ETF
VV
|
+$11.3M |
| 4 |
Broadcom
AVGO
|
+$9.46M |
| 5 |
Palantir
PLTR
|
+$7.56M |
Top Sells
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
+$32.3M |
| 2 |
ProShares UltraShort S&P500
SDS
|
+$25.8M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$25.7M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$9.04M |
| 5 |
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% |
