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
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$5.25M
3
+$5.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.45M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.23M

Top Sells

1
+$17.4M
2
+$9.21M
3
+$7.16M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

1 Technology 15.69%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACIW icon
526
ACI Worldwide
ACIW
$4.95B
$451K 0.02%
+8,538
SCZ icon
527
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.3B
$447K 0.02%
5,823
+7
FLRN icon
528
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.68B
$447K 0.02%
14,473
+4,269
VIGI icon
529
Vanguard International Dividend Appreciation ETF
VIGI
$8.99B
$446K 0.02%
4,979
GNRC icon
530
Generac Holdings
GNRC
$9.12B
$445K 0.02%
2,660
-420
EL icon
531
Estee Lauder
EL
$37.6B
$443K 0.02%
5,032
-256
KMI icon
532
Kinder Morgan
KMI
$58.6B
$443K 0.02%
15,654
+3,878
PRF icon
533
Invesco FTSE RAFI US 1000 ETF
PRF
$8.53B
$441K 0.02%
9,762
+25
VTR icon
534
Ventas
VTR
$36.8B
$438K 0.02%
6,251
+463
LAMR icon
535
Lamar Advertising Co
LAMR
$13B
$436K 0.02%
3,559
-14
WDAY icon
536
Workday
WDAY
$56.8B
$435K 0.02%
1,808
-69
BWTG icon
537
Brendan Wood TopGun Index ETF
BWTG
$17.5M
$434K 0.02%
11,404
-2,176
FCX icon
538
Freeport-McMoran
FCX
$68.3B
$432K 0.02%
11,021
+1,250
O icon
539
Realty Income
O
$52.8B
$428K 0.02%
7,038
+211
SCHR icon
540
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.1B
$426K 0.02%
16,953
+395
SPMO icon
541
Invesco S&P 500 Momentum ETF
SPMO
$13B
$426K 0.02%
3,517
+141
UVXY icon
542
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$420M
$423K 0.02%
8,100
+240
CPB icon
543
Campbell Soup
CPB
$8.55B
$422K 0.02%
13,375
+5,542
QID icon
544
ProShares UltraShort QQQ
QID
$261M
$421K 0.02%
+19,538
GSK icon
545
GSK
GSK
$98.4B
$420K 0.02%
9,743
+943
QUS icon
546
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.53B
$420K 0.02%
2,455
-500
AZN icon
547
AstraZeneca
AZN
$283B
$417K 0.02%
5,434
+1,281
KHC icon
548
Kraft Heinz
KHC
$29.2B
$417K 0.02%
16,007
+331
HIGH icon
549
Simplify Enhanced Income ETF
HIGH
$153M
$416K 0.02%
18,022
+4,848
HYLS icon
550
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.76B
$414K 0.02%
9,857
-6,015
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