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
EL icon
526
Estee Lauder
EL
$35.6B
$427K 0.02%
5,288
+527
AB icon
527
AllianceBernstein
AB
$3.66B
$427K 0.02%
10,449
-240
ICE icon
528
Intercontinental Exchange
ICE
$91.1B
$426K 0.02%
2,320
+708
INDA icon
529
iShares MSCI India ETF
INDA
$9.58B
$425K 0.02%
7,627
+3,162
BFAM icon
530
Bright Horizons
BFAM
$5.63B
$424K 0.02%
3,434
+85
RDDT icon
531
Reddit
RDDT
$41.2B
$424K 0.02%
2,818
-235
VRSK icon
532
Verisk Analytics
VRSK
$32.6B
$424K 0.02%
1,360
+49
FCX icon
533
Freeport-McMoran
FCX
$58.5B
$424K 0.02%
9,771
-2,004
SCZ icon
534
iShares MSCI EAFE Small-Cap ETF
SCZ
$11B
$423K 0.02%
5,816
-355
CB icon
535
Chubb
CB
$110B
$422K 0.02%
1,457
+455
A icon
536
Agilent Technologies
A
$41.4B
$416K 0.02%
3,525
+80
BP icon
537
BP
BP
$88.8B
$416K 0.02%
13,891
-7,755
WBD icon
538
Warner Bros
WBD
$52.5B
$415K 0.02%
36,202
-2,267
SCHR icon
539
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$414K 0.02%
16,558
-1,433
PRF icon
540
Invesco FTSE RAFI US 1000 ETF
PRF
$8.78B
$412K 0.02%
+9,737
FRO icon
541
Frontline
FRO
$5.37B
$406K 0.02%
24,726
-17,423
PNC icon
542
PNC Financial Services
PNC
$72.3B
$406K 0.02%
2,176
-12,670
KHC icon
543
Kraft Heinz
KHC
$30.1B
$405K 0.02%
15,676
-754
PALC icon
544
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$290M
$402K 0.02%
8,137
-5,526
RWO icon
545
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$402K 0.02%
9,098
-315
SPMB icon
546
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.47B
$399K 0.02%
18,042
+3,473
WBA
547
DELISTED
Walgreens Boots Alliance
WBA
$398K 0.02%
34,711
-25,790
RBLX icon
548
Roblox
RBLX
$91.8B
$396K 0.02%
3,764
+329
EBAY icon
549
eBay
EBAY
$45.2B
$395K 0.02%
5,302
+265
LYB icon
550
LyondellBasell Industries
LYB
$15.5B
$395K 0.02%
6,821
-1,272
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