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
$2.21B
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
ARM icon
676
Arm
ARM
$123B
$249K 0.01%
+1,538
CINF icon
677
Cincinnati Financial
CINF
$24.5B
$248K 0.01%
1,666
TMFC icon
678
Motley Fool 100 Index ETF
TMFC
$1.95B
$248K 0.01%
+3,842
IXC icon
679
iShares Global Energy ETF
IXC
$2.07B
$248K 0.01%
6,302
TOL icon
680
Toll Brothers
TOL
$13.8B
$248K 0.01%
+2,169
BDX icon
681
Becton Dickinson
BDX
$57.5B
$247K 0.01%
1,436
-394
BAX icon
682
Baxter International
BAX
$10.2B
$244K 0.01%
8,063
-1,042
CBRE icon
683
CBRE Group
CBRE
$50.4B
$244K 0.01%
1,740
-106
NDAQ icon
684
Nasdaq
NDAQ
$56B
$243K 0.01%
2,715
-118
CCI icon
685
Crown Castle
CCI
$37.7B
$242K 0.01%
2,357
-334
HDSN icon
686
Hudson Technologies
HDSN
$312M
$241K 0.01%
+29,699
CPB icon
687
Campbell Soup
CPB
$7.99B
$240K 0.01%
7,833
+1,274
BF.B icon
688
Brown-Forman Class B
BF.B
$12.8B
$239K 0.01%
8,894
-726
CHWY icon
689
Chewy
CHWY
$13.2B
$239K 0.01%
+5,596
TNK icon
690
Teekay Tankers
TNK
$2.13B
$236K 0.01%
5,659
+101
RGLD icon
691
Royal Gold
RGLD
$24.7B
$233K 0.01%
1,310
-836
ZBH icon
692
Zimmer Biomet
ZBH
$17.2B
$232K 0.01%
2,542
-451
ALB icon
693
Albemarle
ALB
$22.3B
$231K 0.01%
+3,689
COR icon
694
Cencora
COR
$68.8B
$228K 0.01%
761
+42
MPWR icon
695
Monolithic Power Systems
MPWR
$51B
$227K 0.01%
+310
XMHQ icon
696
Invesco S&P MidCap Quality ETF
XMHQ
$5.34B
$224K 0.01%
+2,280
FNY icon
697
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$493M
$223K 0.01%
2,707
-1,329
XEL icon
698
Xcel Energy
XEL
$44.4B
$220K 0.01%
3,233
-38,305
LDOS icon
699
Leidos
LDOS
$24.4B
$220K 0.01%
+1,396
WDIV icon
700
SPDR S&P Global Dividend ETF
WDIV
$251M
$219K 0.01%
+3,103