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
RDVY icon
501
First Trust Rising Dividend Achievers ETF
RDVY
$17.4B
$472K 0.02%
7,518
-1,959
LHX icon
502
L3Harris
LHX
$54.5B
$470K 0.02%
1,872
-117
FCOM icon
503
Fidelity MSCI Communication Services Index ETF
FCOM
$1.84B
$469K 0.02%
7,230
-4,457
FTHI icon
504
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.6B
$468K 0.02%
+20,480
RMBS icon
505
Rambus
RMBS
$12.2B
$468K 0.02%
7,306
-2,034
EA icon
506
Electronic Arts
EA
$50B
$464K 0.02%
2,907
+129
OMF icon
507
OneMain Financial
OMF
$6.92B
$460K 0.02%
+8,078
SPYG icon
508
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.8B
$460K 0.02%
4,821
-288
IRDM icon
509
Iridium Communications
IRDM
$1.88B
$459K 0.02%
15,221
+4,384
IWD icon
510
iShares Russell 1000 Value ETF
IWD
$65.9B
$454K 0.02%
2,337
-4,257
IWY icon
511
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$454K 0.02%
1,840
-51
DES icon
512
WisdomTree US SmallCap Dividend Fund
DES
$1.88B
$453K 0.02%
14,250
-263
WDAY icon
513
Workday
WDAY
$63.8B
$450K 0.02%
1,877
-1,399
PCAR icon
514
PACCAR
PCAR
$53.1B
$450K 0.02%
4,737
-1,711
VIGI icon
515
Vanguard International Dividend Appreciation ETF
VIGI
$8.68B
$449K 0.02%
4,979
SPLG icon
516
SPDR Portfolio S&P 500 ETF
SPLG
$91.1B
$447K 0.02%
6,152
-158
APO icon
517
Apollo Global Management
APO
$72.3B
$446K 0.02%
3,142
+249
AJG icon
518
Arthur J. Gallagher & Co
AJG
$71.5B
$445K 0.02%
1,389
+7
GNRC icon
519
Generac Holdings
GNRC
$11.2B
$441K 0.02%
3,080
+212
PYPL icon
520
PayPal
PYPL
$67.1B
$436K 0.02%
5,866
-3,553
COWZ icon
521
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$434K 0.02%
7,885
-17,004
LAMR icon
522
Lamar Advertising Co
LAMR
$12.1B
$434K 0.02%
3,573
-17,794
FLTR icon
523
VanEck IG Floating Rate ETF
FLTR
$2.57B
$433K 0.02%
16,985
+1,295
MGMT icon
524
Ballast Small/Mid Cap ETF
MGMT
$159M
$431K 0.02%
10,915
-354
PLD icon
525
Prologis
PLD
$118B
$430K 0.02%
4,088
-1,869
19 20
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