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
CAG icon
626
Conagra Brands
CAG
$8.58B
$304K 0.01%
+16,581
CALI
627
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$199M
$301K 0.01%
+5,946
COR icon
628
Cencora
COR
$67.1B
$300K 0.01%
960
+199
ALTL icon
629
Pacer Lunt Large Cap Alternator ETF
ALTL
$102M
$300K 0.01%
7,058
-493
DGX icon
630
Quest Diagnostics
DGX
$20.3B
$298K 0.01%
1,564
-19
SQQQ icon
631
ProShares UltraPro Short QQQ
SQQQ
$2.59B
$297K 0.01%
+3,900
DEO icon
632
Diageo
DEO
$49.4B
$297K 0.01%
3,110
+104
RHI icon
633
Robert Half
RHI
$2.79B
$297K 0.01%
+8,729
GM icon
634
General Motors
GM
$76.5B
$296K 0.01%
+4,862
WCN icon
635
Waste Connections
WCN
$44.2B
$296K 0.01%
1,685
+70
INSW icon
636
International Seaways
INSW
$2.4B
$294K 0.01%
+6,390
TOL icon
637
Toll Brothers
TOL
$13.2B
$294K 0.01%
2,131
-38
LPG icon
638
Dorian LPG
LPG
$1.05B
$291K 0.01%
9,771
+811
KEYS icon
639
Keysight
KEYS
$35.8B
$291K 0.01%
1,662
OVV icon
640
Ovintiv
OVV
$10.2B
$290K 0.01%
7,179
-459
HDSN icon
641
Hudson Technologies
HDSN
$325M
$289K 0.01%
29,106
-593
ZBH icon
642
Zimmer Biomet
ZBH
$18.3B
$288K 0.01%
2,928
+386
NXST icon
643
Nexstar Media Group
NXST
$6.18B
$288K 0.01%
1,457
-35
HIG icon
644
Hartford Financial Services
HIG
$37.7B
$288K 0.01%
2,158
-82
TGT icon
645
Target
TGT
$44.2B
$287K 0.01%
3,204
-161
KR icon
646
Kroger
KR
$40.6B
$286K 0.01%
4,248
-465
W icon
647
Wayfair
W
$12.7B
$286K 0.01%
+3,204
JEF icon
648
Jefferies Financial Group
JEF
$12.8B
$286K 0.01%
+4,368
FANG icon
649
Diamondback Energy
FANG
$44.9B
$283K 0.01%
1,981
-180
ERO icon
650
Ero Copper
ERO
$2.63B
$283K 0.01%
+14,000
24 25
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