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
IFRA icon
576
iShares US Infrastructure ETF
IFRA
$3.2B
$373K 0.02%
7,054
+743
SCHH icon
577
Schwab US REIT ETF
SCHH
$8.5B
$372K 0.02%
17,229
-535
AWK icon
578
American Water Works
AWK
$25.8B
$371K 0.02%
2,662
+1
GIL icon
579
Gildan
GIL
$11.8B
$368K 0.02%
6,365
+185
IFF icon
580
International Flavors & Fragrances
IFF
$16.5B
$368K 0.02%
5,972
+1,031
BFAM icon
581
Bright Horizons
BFAM
$5.89B
$367K 0.02%
3,377
-57
BIIB icon
582
Biogen
BIIB
$25.3B
$366K 0.02%
2,613
+315
DD icon
583
DuPont de Nemours
DD
$17B
$365K 0.02%
11,207
+1,126
COIN icon
584
Coinbase
COIN
$68.1B
$363K 0.02%
1,075
-20
HOLX icon
585
Hologic
HOLX
$16.7B
$361K 0.02%
5,351
-106
DEM icon
586
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.27B
$359K 0.02%
7,810
RWO icon
587
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$358K 0.02%
7,832
-1,266
IDV icon
588
iShares International Select Dividend ETF
IDV
$6.46B
$357K 0.02%
+9,766
MAR icon
589
Marriott International
MAR
$82.1B
$356K 0.01%
1,365
+111
LNC icon
590
Lincoln National
LNC
$8.63B
$352K 0.01%
8,739
+400
GPC icon
591
Genuine Parts
GPC
$18.1B
$349K 0.01%
2,520
-21
NVS icon
592
Novartis
NVS
$259B
$343K 0.01%
2,672
+1,009
UA icon
593
Under Armour Class C
UA
$1.76B
$341K 0.01%
70,568
+15,349
SPXU icon
594
ProShares UltraPro Short S&P 500
SPXU
$495M
$338K 0.01%
+6,250
HOOD icon
595
Robinhood
HOOD
$107B
$338K 0.01%
2,359
-15,652
SLYV icon
596
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.2B
$336K 0.01%
3,788
-307
SPTM icon
597
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.6B
$334K 0.01%
+4,144
SPGI icon
598
S&P Global
SPGI
$151B
$331K 0.01%
680
-42
DLR icon
599
Digital Realty Trust
DLR
$51.7B
$330K 0.01%
1,907
-29
MDB icon
600
MongoDB
MDB
$34.4B
$329K 0.01%
+1,061
22 23
24
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