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
EXAS icon
576
Exact Sciences
EXAS
$12.2B
$305K 0.02%
7,036
+379
SAUG icon
577
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$103M
$303K 0.02%
13,475
EFX icon
578
Equifax
EFX
$28.6B
$303K 0.02%
1,244
-351
CB icon
579
Chubb
CB
$111B
$303K 0.02%
1,002
+8
FNY icon
580
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$455M
$302K 0.02%
4,036
-234
BUCK icon
581
Simplify Stable Income ETF
BUCK
$353M
$301K 0.02%
+12,211
BIIB icon
582
Biogen
BIIB
$22B
$298K 0.02%
2,180
+685
IRDM icon
583
Iridium Communications
IRDM
$1.9B
$296K 0.01%
+10,837
BK icon
584
Bank of New York Mellon
BK
$75.3B
$295K 0.01%
3,515
-366
CME icon
585
CME Group
CME
$97.2B
$293K 0.01%
1,106
+13
LNC icon
586
Lincoln National
LNC
$7.57B
$293K 0.01%
+8,149
EWX icon
587
SPDR S&P Emerging Markets Small Cap ETF
EWX
$784M
$291K 0.01%
5,139
AZN icon
588
AstraZeneca
AZN
$258B
$286K 0.01%
3,891
-2,556
ABNB icon
589
Airbnb
ABNB
$78.4B
$285K 0.01%
2,387
+179
CHKP icon
590
Check Point Software Technologies
CHKP
$20.6B
$284K 0.01%
1,248
+165
SPMO icon
591
Invesco S&P 500 Momentum ETF
SPMO
$16.9B
$284K 0.01%
3,073
-1,449
JBBB icon
592
Janus Henderson B-BBB CLO ETF
JBBB
$1.51B
$284K 0.01%
+5,831
INTC icon
593
Intel
INTC
$182B
$284K 0.01%
12,489
-1,878
BMRN icon
594
BioMarin Pharmaceuticals
BMRN
$10.5B
$283K 0.01%
4,000
+876
DEO icon
595
Diageo
DEO
$53.5B
$282K 0.01%
2,690
+714
CCI icon
596
Crown Castle
CCI
$42.9B
$281K 0.01%
2,691
-1,718
ICE icon
597
Intercontinental Exchange
ICE
$90.2B
$278K 0.01%
1,612
-115
LULU icon
598
lululemon athletica
LULU
$21.1B
$277K 0.01%
+980
KEYS icon
599
Keysight
KEYS
$29.1B
$277K 0.01%
1,847
+85
HIG icon
600
Hartford Financial Services
HIG
$35.2B
$276K 0.01%
2,232
-252
22 23
24
25 26