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
FMC icon
701
FMC
FMC
$1.74B
$242K 0.01%
+7,182
WDC icon
702
Western Digital
WDC
$60.3B
$241K 0.01%
+2,005
CCI icon
703
Crown Castle
CCI
$39.6B
$240K 0.01%
2,489
+132
QQQE icon
704
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$239K 0.01%
2,352
-301
AHR icon
705
American Healthcare REIT
AHR
$8.42B
$238K 0.01%
+5,673
NDAQ icon
706
Nasdaq
NDAQ
$53.4B
$238K 0.01%
2,692
-23
CAH icon
707
Cardinal Health
CAH
$47.1B
$238K 0.01%
1,515
+3
BF.B icon
708
Brown-Forman Class B
BF.B
$14.2B
$237K 0.01%
8,745
-149
RBLX icon
709
Roblox
RBLX
$62.1B
$236K 0.01%
1,701
-2,063
ENVX icon
710
Enovix
ENVX
$1.86B
$232K 0.01%
23,278
+2,812
MNST icon
711
Monster Beverage
MNST
$72.3B
$231K 0.01%
3,438
-722
EWX icon
712
SPDR S&P Emerging Markets Small Cap ETF
EWX
$740M
$231K 0.01%
3,439
XHB icon
713
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
$231K 0.01%
2,085
-500
SMH icon
714
VanEck Semiconductor ETF
SMH
$36.3B
$229K 0.01%
+703
INVA icon
715
Innoviva
INVA
$1.54B
$229K 0.01%
12,561
+145
BBRE icon
716
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$953M
$227K 0.01%
2,381
+21
IP icon
717
International Paper
IP
$20.4B
$227K 0.01%
4,887
-743
BALT icon
718
Innovator Defined Wealth Shield ETF
BALT
$2.21B
$227K 0.01%
6,903
-2,877
SAUG icon
719
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$105M
$226K 0.01%
9,037
-4,438
AFG icon
720
American Financial Group
AFG
$11.4B
$226K 0.01%
+1,549
G icon
721
Genpact
G
$8.24B
$225K 0.01%
+5,372
SNOW icon
722
Snowflake
SNOW
$74.6B
$225K 0.01%
997
-6,490
BMRN icon
723
BioMarin Pharmaceuticals
BMRN
$10.2B
$224K 0.01%
4,137
-930
FNDA icon
724
Schwab Fundamental US Small Company Index ETF
FNDA
$9.16B
$223K 0.01%
7,146
-229
MIR icon
725
Mirion Technologies
MIR
$6.03B
$222K 0.01%
9,538
-2,633
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