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
LHX icon
501
L3Harris
LHX
$54.6B
$416K 0.02%
1,989
+224
SCHP icon
502
Schwab US TIPS ETF
SCHP
$14.4B
$415K 0.02%
15,435
+798
SPLG icon
503
SPDR Portfolio S&P 500 ETF
SPLG
$90.7B
$415K 0.02%
6,310
-1,443
VIGI icon
504
Vanguard International Dividend Appreciation ETF
VIGI
$8.67B
$413K 0.02%
4,979
WBD icon
505
Warner Bros
WBD
$52.7B
$413K 0.02%
38,469
-6,359
RWO icon
506
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$411K 0.02%
9,413
-250
SPYG icon
507
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.6B
$411K 0.02%
5,109
-602
VTEI icon
508
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$887M
$410K 0.02%
+4,148
AB icon
509
AllianceBernstein
AB
$3.67B
$409K 0.02%
10,689
+240
AFL icon
510
Aflac
AFL
$57.4B
$409K 0.02%
3,677
-596
USO icon
511
United States Oil Fund
USO
$915M
$405K 0.02%
5,233
A icon
512
Agilent Technologies
A
$41.7B
$403K 0.02%
3,445
-83
EA icon
513
Electronic Arts
EA
$50B
$401K 0.02%
2,778
-150
FLTR icon
514
VanEck IG Floating Rate ETF
FLTR
$2.57B
$401K 0.02%
15,690
+3,690
IWY icon
515
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$399K 0.02%
1,891
-386
APO icon
516
Apollo Global Management
APO
$72.6B
$396K 0.02%
2,893
-72
SCZ icon
517
iShares MSCI EAFE Small-Cap ETF
SCZ
$11.1B
$392K 0.02%
6,171
NDVG icon
518
Nuveen Dividend Growth ETF
NDVG
$13.3M
$392K 0.02%
+12,256
O icon
519
Realty Income
O
$54.7B
$391K 0.02%
6,737
+454
VRSK icon
520
Verisk Analytics
VRSK
$32.7B
$390K 0.02%
1,311
-312
HES
521
DELISTED
Hess
HES
$382K 0.02%
+2,392
WTAI icon
522
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$358M
$381K 0.02%
+20,040
VTR icon
523
Ventas
VTR
$32.2B
$379K 0.02%
5,516
-20
GSK icon
524
GSK
GSK
$88.4B
$376K 0.02%
9,714
+625
GPC icon
525
Genuine Parts
GPC
$18.1B
$371K 0.02%
3,111
-469
19 20
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