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
O icon
551
Realty Income
O
$54.4B
$393K 0.02%
6,827
+90
IBDT icon
552
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$387K 0.02%
15,224
+747
COIN icon
553
Coinbase
COIN
$92.7B
$384K 0.02%
+1,095
QJUN icon
554
FT Vest Growth-100 Buffer ETF June
QJUN
$655M
$384K 0.02%
12,970
SILJ icon
555
Amplify Junior Silver Miners ETF
SILJ
$2.47B
$383K 0.02%
25,900
-30,735
SPGI icon
556
S&P Global
SPGI
$151B
$381K 0.02%
722
-191
SPMO icon
557
Invesco S&P 500 Momentum ETF
SPMO
$17.1B
$380K 0.02%
3,376
+303
PAAA icon
558
PGIM AAA CLO ETF
PAAA
$4.52B
$379K 0.02%
+7,376
CARR icon
559
Carrier Global
CARR
$50.5B
$379K 0.02%
5,181
+252
SCHH icon
560
Schwab US REIT ETF
SCHH
$8.36B
$376K 0.02%
17,764
+7,771
EFAV icon
561
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.44B
$375K 0.02%
4,463
+56
SCHE icon
562
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$374K 0.02%
12,424
-260
AFL icon
563
Aflac
AFL
$57.1B
$372K 0.02%
3,523
-154
SRE icon
564
Sempra
SRE
$60.7B
$370K 0.02%
4,886
+1,530
AWK icon
565
American Water Works
AWK
$26.3B
$370K 0.02%
2,661
-466
DFAT icon
566
Dimensional US Targeted Value ETF
DFAT
$11.6B
$369K 0.02%
6,845
+259
IXN icon
567
iShares Global Tech ETF
IXN
$6.71B
$367K 0.02%
3,974
-611
VTR icon
568
Ventas
VTR
$31.8B
$366K 0.02%
5,788
+272
DBEF icon
569
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.39B
$365K 0.02%
8,336
-6,481
IFF icon
570
International Flavors & Fragrances
IFF
$16.7B
$363K 0.02%
4,941
+551
BUD icon
571
AB InBev
BUD
$121B
$363K 0.02%
5,282
-381
CSX icon
572
CSX Corp
CSX
$66.5B
$363K 0.02%
11,114
-109
XME icon
573
SPDR S&P Metals & Mining ETF
XME
$2.83B
$360K 0.02%
5,360
-3,407
TROW icon
574
T. Rowe Price
TROW
$23B
$360K 0.02%
3,734
+788
UA icon
575
Under Armour Class C
UA
$1.98B
$358K 0.02%
55,219
+10,518
21 22
23
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