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
ORI icon
626
Old Republic International
ORI
$10.1B
$256K 0.01%
6,515
DASH icon
627
DoorDash
DASH
$110B
$255K 0.01%
+1,395
DOLE icon
628
Dole
DOLE
$1.23B
$253K 0.01%
+17,531
QQQE icon
629
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.27B
$253K 0.01%
2,899
GEHC icon
630
GE HealthCare
GEHC
$35.7B
$252K 0.01%
3,125
-21
NXST icon
631
Nexstar Media Group
NXST
$5.78B
$251K 0.01%
1,399
-62
CL icon
632
Colgate-Palmolive
CL
$63B
$251K 0.01%
2,675
-49
XHB icon
633
SPDR S&P Homebuilders ETF
XHB
$1.83B
$250K 0.01%
2,585
IP icon
634
International Paper
IP
$25.8B
$250K 0.01%
4,683
+304
CALF icon
635
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.03B
$250K 0.01%
6,657
-8,962
CINF icon
636
Cincinnati Financial
CINF
$24.5B
$246K 0.01%
1,666
-17
FIS icon
637
Fidelity National Information Services
FIS
$35.4B
$245K 0.01%
3,284
+147
REET icon
638
iShares Global REIT ETF
REET
$3.94B
$243K 0.01%
10,000
EMD
639
Western Asset Emerging Markets Debt Fund
EMD
$610M
$242K 0.01%
+24,500
APP icon
640
Applovin
APP
$210B
$242K 0.01%
914
+33
CBRE icon
641
CBRE Group
CBRE
$48.5B
$241K 0.01%
1,846
-221
PPL icon
642
PPL Corp
PPL
$27.6B
$240K 0.01%
6,656
+179
FI icon
643
Fiserv
FI
$68B
$240K 0.01%
1,088
-4,002
GM icon
644
General Motors
GM
$65B
$240K 0.01%
+5,105
SRE icon
645
Sempra
SRE
$60.5B
$240K 0.01%
3,356
-677
CHD icon
646
Church & Dwight Co
CHD
$20.9B
$239K 0.01%
2,174
-881
JHG icon
647
Janus Henderson
JHG
$6.49B
$239K 0.01%
6,619
GWW icon
648
W.W. Grainger
GWW
$46.3B
$239K 0.01%
242
-39
MRVL icon
649
Marvell Technology
MRVL
$72.5B
$235K 0.01%
3,815
-4,334
F icon
650
Ford
F
$55.1B
$232K 0.01%
23,140
+2,413
24 25
26
27 28