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
ETHT
601
ProShares Ultra Ether ETF
ETHT
$485M
$275K 0.01%
10,835
+4,133
DLR icon
602
Digital Realty Trust
DLR
$61.5B
$274K 0.01%
1,915
+157
DECK icon
603
Deckers Outdoor
DECK
$12.9B
$272K 0.01%
2,436
-1,705
FIVE icon
604
Five Below
FIVE
$8.62B
$271K 0.01%
+3,622
TROW icon
605
T. Rowe Price
TROW
$22.8B
$271K 0.01%
+2,946
ARES icon
606
Ares Management
ARES
$32.8B
$270K 0.01%
1,841
+144
HSY icon
607
Hershey
HSY
$36.4B
$268K 0.01%
1,566
-410
PGX icon
608
Invesco Preferred ETF
PGX
$3.92B
$267K 0.01%
+23,811
UA icon
609
Under Armour Class C
UA
$1.99B
$266K 0.01%
44,701
+12,807
IXC icon
610
iShares Global Energy ETF
IXC
$1.87B
$265K 0.01%
6,302
-94
GTO icon
611
Invesco Total Return Bond ETF
GTO
$1.94B
$265K 0.01%
5,644
-1,424
ALTL icon
612
Pacer Lunt Large Cap Alternator ETF
ALTL
$113M
$265K 0.01%
7,607
-199
FSLR icon
613
First Solar
FSLR
$25.9B
$265K 0.01%
2,094
-529
TGNA icon
614
TEGNA Inc
TGNA
$3.22B
$265K 0.01%
14,523
-1,517
RPG icon
615
Invesco S&P 500 Pure Growth ETF
RPG
$1.76B
$264K 0.01%
+6,909
OVV icon
616
Ovintiv
OVV
$9.69B
$264K 0.01%
+6,165
DOC icon
617
Healthpeak Properties
DOC
$13B
$263K 0.01%
13,012
-64
YUM icon
618
Yum! Brands
YUM
$39.8B
$263K 0.01%
1,671
-94
CPB icon
619
Campbell Soup
CPB
$9.21B
$262K 0.01%
+6,559
PINK icon
620
Simplify Health Care ETF
PINK
$153M
$261K 0.01%
8,891
-1,668
HQY icon
621
HealthEquity
HQY
$8.31B
$259K 0.01%
+2,936
SYF icon
622
Synchrony
SYF
$27B
$259K 0.01%
4,895
-5,928
J icon
623
Jacobs Solutions
J
$19.1B
$258K 0.01%
2,159
-1,659
PKST
624
Peakstone Realty Trust
PKST
$525M
$258K 0.01%
20,511
-1,050
PCTY icon
625
Paylocity
PCTY
$8.28B
$256K 0.01%
+1,367
23 24
25
26 27