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
DBX icon
626
Dropbox
DBX
$7.9B
$289K 0.01%
+10,102
BIIB icon
627
Biogen
BIIB
$21.9B
$289K 0.01%
2,298
+118
LNC icon
628
Lincoln National
LNC
$7.61B
$289K 0.01%
8,339
+190
SF icon
629
Stifel
SF
$12B
$288K 0.01%
2,777
+458
DHT icon
630
DHT Holdings
DHT
$2.07B
$286K 0.01%
26,461
-25,745
DGX icon
631
Quest Diagnostics
DGX
$19.8B
$284K 0.01%
1,583
-1,702
ALTL icon
632
Pacer Lunt Large Cap Alternator ETF
ALTL
$113M
$284K 0.01%
7,551
-56
UGL icon
633
ProShares Ultra Gold
UGL
$858M
$284K 0.01%
+8,200
HIG icon
634
Hartford Financial Services
HIG
$34.5B
$284K 0.01%
2,240
+8
ALSN icon
635
Allison Transmission
ALSN
$6.87B
$283K 0.01%
+2,983
SMCI icon
636
Super Micro Computer
SMCI
$31.1B
$281K 0.01%
5,739
-463
J icon
637
Jacobs Solutions
J
$18.9B
$280K 0.01%
2,130
-29
BMRN icon
638
BioMarin Pharmaceuticals
BMRN
$10.3B
$279K 0.01%
5,067
+1,067
FIS icon
639
Fidelity National Information Services
FIS
$34.4B
$278K 0.01%
3,416
+132
DOC icon
640
Healthpeak Properties
DOC
$12.5B
$277K 0.01%
15,830
+2,818
TTE icon
641
TotalEnergies
TTE
$134B
$276K 0.01%
4,503
-14,112
CHKP icon
642
Check Point Software Technologies
CHKP
$21.9B
$276K 0.01%
1,249
+1
KEYS icon
643
Keysight
KEYS
$29.2B
$272K 0.01%
1,662
-185
OZK icon
644
Bank OZK
OZK
$5.12B
$272K 0.01%
5,775
-30,666
VLO icon
645
Valero Energy
VLO
$51.7B
$272K 0.01%
2,020
-15,474
PKST
646
Peakstone Realty Trust
PKST
$516M
$271K 0.01%
20,511
IGEB icon
647
iShares Investment Grade Systematic Bond ETF
IGEB
$1.4B
$268K 0.01%
+5,906
RS icon
648
Reliance Steel & Aluminium
RS
$14.7B
$267K 0.01%
850
-284
VLTO icon
649
Veralto
VLTO
$25.4B
$264K 0.01%
2,612
-698
IP icon
650
International Paper
IP
$24.9B
$264K 0.01%
5,630
+947
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