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
FLRN icon
551
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.7B
$336K 0.02%
+10,909
ARKK icon
552
ARK Innovation ETF
ARKK
$9.33B
$334K 0.02%
7,027
-1,418
HL icon
553
Hecla Mining
HL
$8.68B
$331K 0.02%
59,500
-58,200
CSX icon
554
CSX Corp
CSX
$67.3B
$330K 0.02%
11,223
-966
OHI icon
555
Omega Healthcare
OHI
$11.9B
$329K 0.02%
8,639
+178
RS icon
556
Reliance Steel & Aluminium
RS
$14.5B
$327K 0.02%
1,134
-47
BF.B icon
557
Brown-Forman Class B
BF.B
$13.2B
$327K 0.02%
+9,620
NMIH icon
558
NMI Holdings
NMIH
$2.86B
$326K 0.02%
+9,041
KMX icon
559
CarMax
KMX
$6.5B
$325K 0.02%
4,169
-1,924
MET icon
560
MetLife
MET
$52.3B
$325K 0.02%
4,044
+187
IBKR icon
561
Interactive Brokers
IBKR
$30.6B
$323K 0.02%
7,804
-7,276
VLTO icon
562
Veralto
VLTO
$26B
$323K 0.02%
3,310
-829
COOP
563
DELISTED
Mr. Cooper
COOP
$322K 0.02%
2,690
-663
SLYV icon
564
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.2B
$321K 0.02%
4,098
-170
SPMB icon
565
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.46B
$321K 0.02%
+14,569
RDDT icon
566
Reddit
RDDT
$40.1B
$320K 0.02%
3,053
+46
DVN icon
567
Devon Energy
DVN
$20.9B
$319K 0.02%
8,534
+177
MKC icon
568
McCormick & Company Non-Voting
MKC
$17.9B
$318K 0.02%
3,863
-24
KMI icon
569
Kinder Morgan
KMI
$57.5B
$316K 0.02%
11,064
+1,299
EL icon
570
Estee Lauder
EL
$36.8B
$314K 0.02%
4,761
+140
CARR icon
571
Carrier Global
CARR
$49.2B
$312K 0.02%
4,929
-109
BAX icon
572
Baxter International
BAX
$11.8B
$312K 0.02%
+9,105
MCO icon
573
Moody's
MCO
$87.6B
$312K 0.02%
669
-76
WCN icon
574
Waste Connections
WCN
$45.3B
$306K 0.02%
1,570
+8
VST icon
575
Vistra
VST
$68.3B
$306K 0.02%
2,608
-42,521
21 22
23
24 25