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
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$9.31M 0.42%
117,149
+40,252
XLV icon
52
Health Care Select Sector SPDR Fund
XLV
$36B
$9.24M 0.42%
68,537
-4,262
LLY icon
53
Eli Lilly
LLY
$740B
$9.17M 0.41%
11,760
+783
VEA icon
54
Vanguard FTSE Developed Markets ETF
VEA
$180B
$9M 0.41%
157,868
-34,607
V icon
55
Visa
V
$674B
$8.78M 0.4%
24,728
-539
IWB icon
56
iShares Russell 1000 ETF
IWB
$45.6B
$8.71M 0.39%
25,657
+145
MA icon
57
Mastercard
MA
$519B
$8.66M 0.39%
15,411
+433
FTNT icon
58
Fortinet
FTNT
$65.6B
$8.58M 0.39%
81,180
+7,483
XLF icon
59
Financial Select Sector SPDR Fund
XLF
$54.6B
$8.19M 0.37%
156,377
+66,858
JAAA icon
60
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$8.12M 0.37%
160,009
-637,343
VCIT icon
61
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$8.12M 0.37%
97,879
-3,286
MS icon
62
Morgan Stanley
MS
$261B
$8.04M 0.36%
57,089
+28,093
IVW icon
63
iShares S&P 500 Growth ETF
IVW
$67.1B
$7.86M 0.35%
71,395
-42,025
XLY icon
64
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
$7.71M 0.35%
35,456
+14,863
GS icon
65
Goldman Sachs
GS
$242B
$7.55M 0.34%
10,669
+4,992
EMB icon
66
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$7.43M 0.34%
80,249
+41,636
SHOP icon
67
Shopify
SHOP
$225B
$7.42M 0.34%
64,333
+48,908
VO icon
68
Vanguard Mid-Cap ETF
VO
$89.2B
$7.4M 0.33%
26,440
-457
VGSH icon
69
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$7.39M 0.33%
125,747
-11,126
PG icon
70
Procter & Gamble
PG
$357B
$7.28M 0.33%
45,723
-12,249
LQD icon
71
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$7.27M 0.33%
66,288
-8,504
CSCO icon
72
Cisco
CSCO
$279B
$7.09M 0.32%
102,164
+40,102
FBTC icon
73
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
$7.01M 0.32%
74,591
-9,539
SPAB icon
74
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.72B
$6.99M 0.32%
272,936
-17,377
NFLX icon
75
Netflix
NFLX
$464B
$6.98M 0.32%
5,209
+136
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3
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