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
ATO icon
651
Atmos Energy
ATO
$27.6B
$281K 0.01%
+1,644
NXRT
652
NexPoint Residential Trust
NXRT
$732M
$281K 0.01%
8,708
SNPS icon
653
Synopsys
SNPS
$86.6B
$280K 0.01%
568
-1,407
MCO icon
654
Moody's
MCO
$87B
$279K 0.01%
586
-16
ORI icon
655
Old Republic International
ORI
$11.3B
$277K 0.01%
6,515
CBRE icon
656
CBRE Group
CBRE
$47.3B
$276K 0.01%
1,749
+9
DBMF icon
657
iMGP DBi Managed Futures Strategy ETF
DBMF
$2.01B
$274K 0.01%
10,036
+136
SMCI icon
658
Super Micro Computer
SMCI
$18.7B
$273K 0.01%
5,705
-34
DUST icon
659
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$33.4M
$273K 0.01%
+25,000
CGDV icon
660
Capital Group Dividend Value ETF
CGDV
$25.8B
$272K 0.01%
+6,461
BDX icon
661
Becton Dickinson
BDX
$57.1B
$271K 0.01%
1,449
+13
TTE icon
662
TotalEnergies
TTE
$140B
$271K 0.01%
4,536
+33
VLTO icon
663
Veralto
VLTO
$24.9B
$270K 0.01%
2,533
-79
SYF icon
664
Synchrony
SYF
$30B
$270K 0.01%
3,801
-116
PKST
665
Peakstone Realty Trust
PKST
$523M
$269K 0.01%
20,511
FOX icon
666
Fox Class B
FOX
$28.1B
$268K 0.01%
4,680
-1,820
VGT icon
667
Vanguard Information Technology ETF
VGT
$111B
$267K 0.01%
+357
CASY icon
668
Casey's General Stores
CASY
$20.3B
$266K 0.01%
471
-27
VONG icon
669
Vanguard Russell 1000 Growth ETF
VONG
$35B
$266K 0.01%
+2,205
HSY icon
670
Hershey
HSY
$38.1B
$265K 0.01%
1,418
-85
LDOS icon
671
Leidos
LDOS
$23.8B
$265K 0.01%
1,401
+5
IGEB icon
672
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
$264K 0.01%
5,742
-164
GWW icon
673
W.W. Grainger
GWW
$49B
$261K 0.01%
274
+25
CL icon
674
Colgate-Palmolive
CL
$64B
$260K 0.01%
3,250
+491
CHKP icon
675
Check Point Software Technologies
CHKP
$20.1B
$258K 0.01%
1,249
25 26
27
28 29