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
IBDT icon
526
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$366K 0.02%
14,477
-2,113
GNRC icon
527
Generac Holdings
GNRC
$11.2B
$363K 0.02%
2,868
+134
APH icon
528
Amphenol
APH
$166B
$362K 0.02%
5,518
+2,502
MELI icon
529
Mercado Libre
MELI
$116B
$361K 0.02%
185
-481
AON icon
530
Aon
AON
$72.8B
$361K 0.02%
904
+226
PWR icon
531
Quanta Services
PWR
$65.5B
$356K 0.02%
1,399
+400
RGLD icon
532
Royal Gold
RGLD
$14.9B
$351K 0.02%
2,146
-8
AEP icon
533
American Electric Power
AEP
$61.7B
$351K 0.02%
3,211
+77
SCHE icon
534
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$350K 0.02%
12,684
-1,250
BUD icon
535
AB InBev
BUD
$120B
$349K 0.02%
5,663
+327
DD icon
536
DuPont de Nemours
DD
$34.3B
$348K 0.02%
4,656
-1,246
IXN icon
537
iShares Global Tech ETF
IXN
$6.65B
$347K 0.02%
4,585
-344
HOLX icon
538
Hologic
HOLX
$16.5B
$346K 0.02%
5,603
+289
EFAV icon
539
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.44B
$343K 0.02%
4,407
-42
QJUN icon
540
FT Vest Growth-100 Buffer ETF June
QJUN
$655M
$343K 0.02%
12,970
-500
DEM icon
541
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.17B
$342K 0.02%
8,120
RSG icon
542
Republic Services
RSG
$69B
$341K 0.02%
1,410
-161
EBAY icon
543
eBay
EBAY
$44.4B
$341K 0.02%
5,037
+1,651
IFF icon
544
International Flavors & Fragrances
IFF
$16.8B
$341K 0.02%
4,390
-1,089
SBAC icon
545
SBA Communications
SBAC
$21.2B
$340K 0.02%
1,546
-1,229
NEM icon
546
Newmont
NEM
$85.2B
$339K 0.02%
+7,028
DFAT icon
547
Dimensional US Targeted Value ETF
DFAT
$11.7B
$339K 0.02%
6,586
-4,134
NXRT
548
NexPoint Residential Trust
NXRT
$788M
$339K 0.02%
8,577
+109
ZBH icon
549
Zimmer Biomet
ZBH
$20.4B
$339K 0.02%
2,993
-1,029
YELP icon
550
Yelp
YELP
$2.09B
$336K 0.02%
+9,080
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