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
PPL icon
651
PPL Corp
PPL
$27.3B
$263K 0.01%
7,749
+1,093
MIR icon
652
Mirion Technologies
MIR
$5.81B
$262K 0.01%
12,171
+873
SYF icon
653
Synchrony
SYF
$26.9B
$261K 0.01%
3,917
-978
YUM icon
654
Yum! Brands
YUM
$39.2B
$261K 0.01%
1,763
+92
F icon
655
Ford
F
$52.3B
$261K 0.01%
24,038
+898
QQQE icon
656
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.28B
$261K 0.01%
2,653
-246
MNST icon
657
Monster Beverage
MNST
$67.7B
$261K 0.01%
4,160
+683
GWW icon
658
W.W. Grainger
GWW
$46.1B
$259K 0.01%
249
+7
NXST icon
659
Nexstar Media Group
NXST
$5.8B
$258K 0.01%
1,492
+93
PPA icon
660
Invesco Aerospace & Defense ETF
PPA
$6.78B
$258K 0.01%
+1,818
JHG icon
661
Janus Henderson
JHG
$7.05B
$257K 0.01%
6,610
-9
XHB icon
662
SPDR S&P Homebuilders ETF
XHB
$1.82B
$255K 0.01%
2,585
DBMF icon
663
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.53B
$255K 0.01%
9,900
-6,611
CASY icon
664
Casey's General Stores
CASY
$19.8B
$254K 0.01%
498
-1
CAH icon
665
Cardinal Health
CAH
$38.7B
$254K 0.01%
+1,512
SPEU icon
666
SPDR Portfolio Europe ETF
SPEU
$717M
$254K 0.01%
5,235
-37
SKYW icon
667
Skywest
SKYW
$3.98B
$253K 0.01%
+2,460
ADUS icon
668
Addus HomeCare
ADUS
$2.22B
$253K 0.01%
2,199
-135
EMXC icon
669
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
$253K 0.01%
4,003
-5,571
CL icon
670
Colgate-Palmolive
CL
$62.3B
$251K 0.01%
2,759
+84
ORI icon
671
Old Republic International
ORI
$9.78B
$250K 0.01%
6,515
REET icon
672
iShares Global REIT ETF
REET
$3.89B
$250K 0.01%
10,105
+105
INVA icon
673
Innoviva
INVA
$1.11B
$249K 0.01%
+12,416
HSY icon
674
Hershey
HSY
$36.5B
$249K 0.01%
1,503
-63
FLR icon
675
Fluor
FLR
$8.08B
$249K 0.01%
+4,856
25 26
27
28 29